FINANCIAL PLANNING

INDUSTRY NEWS

Colonial First State Global Asset Management will make a recommended offer of $418 million to acquire all of the stapled securities in Victorian gas pipeline transmission...

INDUSTRY NEWS

Western Australia property developer Cedar Woods Properties has launched its first managed fund, the Cedar Woods Land Development Fund....

INDUSTRY NEWS

Macquarie Funds Management has applied a unique structure to its small companies investment team to allow it to compete more effectively against boutique managers in the ...

INDUSTRY NEWS

Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....

INDUSTRY NEWS

Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...

INDUSTRY NEWS

In times of higher inflation and rising interest rates, financial planners will need to become more strategic and move into tactical allocation territory when constructin...

INDUSTRY NEWS

Positive net inflows combined with functioning more efficiently on a global scale have allowed AMVESCAP, the parent company of INVESCO, to report higher operating margins...

INDUSTRY NEWS

An authorised representative has been permanently banned from providing financial services for the ‘kite-flying’ of cheques....

INDUSTRY NEWS

Count Financial is considering raising its annual franchisee membership fee as a way of reducing its level of non-performing franchisees....

INDUSTRY NEWS

Strong support systems have helped Tandem Financial Advice encourage Insight Financial Services to join its dealer group....

INDUSTRY NEWS

Bravura Solutions has strengthened its position across the Asia Pacific by entering into a regional teaming agreement with IBM....

INDUSTRY NEWS

The IOOF-owned dealer groups of Winchcombe Carson and Financial Partnership have been amalgamated to form a new brand called Consultum Financial Advisers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week 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...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 23 hours ago