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FINANCIAL PLANNING
INDUSTRY NEWS
Australian share valuations are “starting to look overstretched”, and investors should consider rebalancing their portfolios, according to Perennial Investment Partners h...
INDUSTRY NEWS
The decision by Perennial Investment Partners to refund its investment management fee for August, September and October this year is flowing through to investors....
INDUSTRY NEWS
Australia’s fund management industry continues to grow with the latest data released by actuarial firm Plan for Life revealing that retail managed funds grew by $19.5 bil...
INDUSTRY NEWS
Zurich Financial Services Australia has bolstered its online application service by adding trauma and needlestick cover to its web-based, signature free application syste...
INDUSTRY NEWS
A new online resource providing planners with client-tailored solutions in philanthropy through education, tools and accredited training has been launched with the suppor...
INDUSTRY NEWS
The holding company of Professional Investment Services has sought external help in determining the future direction of the dealer group, which could include listing on t...
INDUSTRY NEWS
Leading agribusiness company, Timbercorp, has today confirmed that it has been the subject of approaches from parties “interested in exploring an acquisition or merger tr...
INDUSTRY NEWS
Aberdeen Asset Management has confirmed today that it has completed the acquisition of some elements of Deutsche Australia Limited’s Australian fund management business....
INDUSTRY NEWS
Brisbane-based dealer group WB Financial Management has added two practices to the brand as apart of a new growth strategy, following its receipt of a quality assurance c...
INDUSTRY NEWS
The Australian Taxation Office has announced its plans to provide approximately 740,000 employers across the nation with a fact sheet explaining the implications of the n...
INDUSTRY NEWS
InvestmentLink has launched a new application designed to improve the management of remuneration payment obligations faced by product providers in the market....
INDUSTRY NEWS
Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...