FINANCIAL PLANNING

INDUSTRY NEWS

PIS Canada is set to double its business by December....

INDUSTRY NEWS

The Investment and Financial Services Association campaign for tax reform to enable higher levels of financial services exports has been bolstered by a key Parliamentary ...

INDUSTRY NEWS

Financial planning software provider Iress buys into South African market...

INDUSTRY NEWS

A study commissioned by foreign exchange specialist HiFX Australia has found Australians are losing millions of dollars each year on their foreign exchange transactions d...

INDUSTRY NEWS

Amid continuing discussion about whether separately managed accounts (SMAs) may eventually supplant managed funds, Praemium has today announced that its proprietary SMA p...

INDUSTRY NEWS

Reflecting the continued buoyancy of the local market, State Street Global Advisors has announced that its Global Index Plus strategy has now reached more than $10 billio...

INDUSTRY NEWS

Queensland Investment Corporation will use Inalytics to assess fund managers on its behalf....

INDUSTRY NEWS

Perennial Investment Partners has received strong support for its zero fee policy from the Australian platform industry....

INDUSTRY NEWS

The Plum Superannuation Fund has received Qualifying Recognised Overseas Pension Scheme (QROPS) status, enabling it to accept transfers from UK pension funds without memb...

INDUSTRY NEWS

Australian superannuation funds should continue to invest in public infrastructure assets under the close direction of asset management firms, according to former Prime M...

INDUSTRY NEWS

The current drought has been a hot topic for many financial advisers considering an investment in agribusiness. In our view, when reviewing any potential investment for y...

INDUSTRY NEWS

At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 21 hours ago