FINANCIAL PLANNING

INDUSTRY NEWS

Standard & Poor’s is advocating investors take relatively short durations within fixed-income portfolios or a higher allocation to cash due to prevailing interest rate un...

INDUSTRY NEWS

Financial planning company Wealthsure will roll out Coin Software to its financial advisers in a bid to free up more of their time for clients....

INDUSTRY NEWS

MacarthurCook Fund Management wants to boost its retail sales in the next 12 months, managing director Craig Dunstan said....

INDUSTRY NEWS

The Australian Prudential Regulation Authority has joined with its British counterpart, the Financial Services Authority, in accepting enforceable undertakings from forme...

INDUSTRY NEWS

New research has revealed superannuation investors are not concerned with a product’s timeframe, because they are unaware of the implications this could have on their dec...

INDUSTRY NEWS

In an effort to demystify life insurance, Zurich has thrown away traditional thought patterns and by the end of the year will have launched a new product designed to revo...

INDUSTRY NEWS

Recent volatility in global equity markets has caused a slow-down in Macquarie Bank’s disposal of seed assets into specialist funds, according to the company’s leading ex...

INDUSTRY NEWS

People treating Asia as one investment market are overlooking the multi-faceted characteristics of the region, and hence its ability to provide the basis for effective an...

INDUSTRY NEWS

Macquarie Bank has revealed it is currently in discussions with the Australian Prudential Regulation Authority with a view to changing the application of some banking reg...

INDUSTRY NEWS

Macquarie Bank has sought to use its annual general meeting to defend its remuneration strategy for senior executives....

INDUSTRY NEWS

The Bank of Ireland has restructured its investment arm Bank of Ireland Asset Management, which has involved three new appointments at managing director level....

INDUSTRY NEWS

Australia’s contracts for difference (CFD) market is set to more than triple in the next five years, according to GreenCFD managing director Goran Drapac....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days 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 2 days ago

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

2 weeks 5 days ago