FINANCIAL PLANNING

INDUSTRY NEWS

Australian investor sentiment has dropped sharply as poor investment returns drive investors into safe haven assets, according to the quarterly ING Investor Dashboard Sen...

INDUSTRY NEWS

Standard & Poor's Fund Services today withdrew its rating on the Dexia Sustainable Global Equity Fund at the request of the manager, Ausbil Dexia....

INDUSTRY NEWS

Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...

INDUSTRY NEWS

Former Macquarie Equities client adviser, Newton Chan, has been sentenced to 20 months in jail after an ASIC investigation revealed he manipulated the share price of Bill...

INDUSTRY NEWS

Perpetual's non-tied distribution model will become more relevant as the industry evolves, according to the group executive of business services and chief operating offic...

INDUSTRY NEWS

Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...

INDUSTRY NEWS

MLC has won a significant asset consulting mandate from health insurer nib holdings....

INDUSTRY NEWS

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

INDUSTRY NEWS

The Sydney law firm bringing a class action against the Commonwealth Bank of Australia on behalf of Storm Financial clients has asserted the bank is trying to exclude it ...

INDUSTRY NEWS

New APRA research has identified a wide disparity between the fees being paid by retail funds and not-for-profits for very similar services....

INDUSTRY NEWS

LGS Super has formed an in-principle agreement with EISS to offload its 50 per cent stake in FuturePlus Financial Services, subject to final due diligence....

INDUSTRY NEWS

New Towers Watson research has revealed Macquarie Group as the dominant player in terms of alternatives management for pension funds....

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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 4 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 5 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 2 days ago