FINANCIAL PLANNING

INDUSTRY NEWS

Allco’s Record Realty has announced an acquisition of seven high quality property assets in Germany to the value of 333 million Euro (A$565 million)....

INDUSTRY NEWS

Effective immediately, Deutsche Asset Management has appointed Klaus Kaldemorgen as global head of equities and Heinz Fesser as global head of fixed income....

INDUSTRY NEWS

Van Eyk has appointed AQR Capital Management as an underlying manager for its Blueprint International Shares Fund....

INDUSTRY NEWS

The self-employed and business owners aged between 40 and 50 will be worse off under proposed superannuation changes, according to a superannuation expert....

INDUSTRY NEWS

Following a strategic review of its MasterWrap offerings, Credit Suisse asset management has announced it will be exiting these products in the Australian market....

INDUSTRY NEWS

Fixed income specialist FIIG Securities Limited has called for greater transparency in the interest rate market and greater investment diversification from retail investo...

INDUSTRY NEWS

When it comes to investing, following the status quo is not always the best option, according to Zurich Investments, which is celebrating the success of its thematic appr...

INDUSTRY NEWS

Two of the traders at the centre of the National Australia Bank’s foreign exchange scandal have been imprisoned by the County Court of Australia....

INDUSTRY NEWS

Rapid development in the listed infrastructure and utilities sector in recent years has prompted Treasury Group to develop a funds management business specialising in the...

INDUSTRY NEWS

After six months of deliberations, Australian Unity has decided to remain a mutual society....

INDUSTRY NEWS

AXA has entered into an arrangement with Alliere, a wholly-owned subsidiary of residential mortgage provider Resimac, to provide its licensed planners with a range of cli...

INDUSTRY NEWS

A new boutique property funds management company has been established, with former James Fielding employees Tony Pitt and Tracey Conn at the helm....

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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 13 hours ago