FINANCIAL PLANNING

INDUSTRY NEWS

Advisers hoping to specialise in a niche market need to involve themselves in their clients' professional environments, and preferably build a profile in those communitie...

INDUSTRY NEWS

US asset management firm PanAgora believes an innovative approach to investing, such as a blend between quantitative and fundamental investment strategies and a 'risk par...

INDUSTRY NEWS

With commissions in super now on the way out, it's time for the public relations campaign run by industry funds to end, according to the principal of business broking fir...

INDUSTRY NEWS

Genesys Wealth Advisers has lost the former chair of its national advisory council, Andy Murdock, and his practice to Fortnum Financial Group - in addition to a number of...

INDUSTRY NEWS

IAG's UK head moves on as the big general insurer attributes its result to losses incurred by the UK business....

INDUSTRY NEWS

Platinum International Brands global share fund was the best performing managed fund in the June quarter - one of the very few that achieved a positive return....

INDUSTRY NEWS

ASFA wants superannuation guarantee changes aimed at ensuring some of the nation's most vulnerable workers are not missing out on superannuation entitlements....

INDUSTRY NEWS

Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...

INDUSTRY NEWS

Praemium forecasts finally moving into a cash flow positive position at the end of the next financial year....

INDUSTRY NEWS

Van Eyk Research's Three Pillars Portfolio Managers is underwriting a $36.4 million rights issue in the ING Real Estate Entertainment Fund (IEF)....

INDUSTRY NEWS

ASIC has moved against what it believes is a Ponzi scheme that extracted $16 million from investors....

INDUSTRY NEWS

The Association of Financial Advisers (AFA) has announced the names of its first Fellows of Chartered Financial Practitioner (FChFP)....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago