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FINANCIAL PLANNING

INDUSTRY NEWS

S&P Fund Services has assigned its four-star rating to the DWS Strategic Value Fund and an enhanced version of the fund that offers investors daily liquidity....

INDUSTRY NEWS

Another company external to Iress has begun consulting on the implementation of Xplan software....

INDUSTRY NEWS

AMP’s responsible investment range of funds has reached $1.1 billion in funds under management....

INDUSTRY NEWS

The director of Victorian-based company Ascension Financial Strategies, Charles Grummisch, has been banned from providing financial services for 10 years by ASIC....

INDUSTRY NEWS

Investor confidence has fallen in the first quarter of 2010, but it still remains in positive territory, according to the latest CoreData Investor Sentiment Index release...

INDUSTRY NEWS

SELECT Asset Management has launched its Customised Portfolio Solutions with a view to putting investors' interests first and addressing what it considers to be structura...

INDUSTRY NEWS

ASIC has decided to discontinue action against one Queensland man on Westpoint-related charges but will continue action against another....

INDUSTRY NEWS

AXA Asia Pacific has reinforced its preference for National Australia Bank’s bid for its Australian wealth management assets, while saying discussions between the two gro...

INDUSTRY NEWS

Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...

INDUSTRY NEWS

A new property securities fund will give wholesale investors in unlisted frozen property funds the opportunity to sell their units....

INDUSTRY NEWS

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

INDUSTRY NEWS

In the lead up to the end of the financial year, Bradley Eppingstall explains the eight steps investors need to consider when reviewing their tax position....

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MARKET INSIGHTS

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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