FINANCIAL PLANNING

INDUSTRY NEWS

Synaptic Systems has selected Australian portfolio administration provider Praemium to offer separately managed accounts and general wrap services in the United Kingdom....

INDUSTRY NEWS

Celebrating the first anniversary of its acquisition by Macquarie Adviser Services, Coin Software has announced it is planning further enhancements to benefit its clients...

INDUSTRY NEWS

International research and ratings house Morningstar has acquired Aspect Huntley....

INDUSTRY NEWS

A quote in the media by an AMP Financial Planning official that industry funds are “opaque” threatens to reignite a war of words between Industry Funds Services and the d...

INDUSTRY NEWS

Property funds management group First Capital has signalled its intentions to buy Sovereign Capital, a Gold Coast-based construction lending business, for a purchase pric...

INDUSTRY NEWS

Boutique Australian equities manager Hyperion Asset Management’s entry into the wholesale arena has been strengthened with the news it has been awarded a $230 million man...

INDUSTRY NEWS

A bounce-back in the June quarter has lifted IPO activity for 2005-06 to a projected $13.2 billion in funds, according to a quarterly IPO report by Deloitte Corporate Fin...

INDUSTRY NEWS

Few Australian equity managers fully integrate environmental, social and governance issues into their investment analysis, according to new research by Mercer Investment ...

INDUSTRY NEWS

The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...

INDUSTRY NEWS

Statistics released by ING regarding consumer and adviser sentiment toward financial planning services have revealed a significant divide exists on the type of issues cli...

INDUSTRY NEWS

Revenue Minister Peter Dutton has dismissed Opposition leader Kim Beazley’s proposed changes to the workings of Australia’s superannuation regime, on the grounds of being...

INDUSTRY NEWS

HFA Holdings’ latest investment offering, the HFA Octane Asia Fund, has closed after more than doubling its subscription target....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

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 RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 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...

2 weeks 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. ...

3 weeks 5 days ago