FINANCIAL PLANNING

INDUSTRY NEWS

A career of dedicated service to the development of financial planning has seen Gwen Fletcher appointed as a member of the General Division of the Order of Australia (AM)...

INDUSTRY NEWS

Guardianfp brand Cameron Walshe is to be repositioned as a corporatised boutique dealer group, backed and supported by institutional owner Asteron....

INDUSTRY NEWS

Leading ratings house Lonsec has used its latest small cap Australian equity sector review to warn that the small cap market is arguably over-valued and there is a genera...

INDUSTRY NEWS

In an industry first, Macquarie Alternative Assets Management has taken out drought insurance cover for the investors of one of its agribusiness schemes....

INDUSTRY NEWS

New research performed by chartered accounting firm Deloitte regarding the asset allocations being employed by superannuation funds has revealed their increasing appetite...

INDUSTRY NEWS

Research commissioned by the Investment and Financial Services Association has suggested policy and legislative changes encouraging the export of Australian financial ser...

INDUSTRY NEWS

A top investment executive with a global fund manager has revealed bureaucracy is continuing to make investment in India by offshore entities a difficult process....

INDUSTRY NEWS

China’s booming economy represents significant opportunities for Australian financial services organisations large and small, according to a recent study completed by Aus...

INDUSTRY NEWS

The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...

INDUSTRY NEWS

Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...

INDUSTRY NEWS

QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...

INDUSTRY NEWS

Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...

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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 1 day 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...

3 weeks ago

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

3 days 13 hours ago