FINANCIAL PLANNING

INDUSTRY NEWS

Equity Trustees EQT has boosted its responsible entity RE business by signing up Putnam and an additional two US fund managers entering the Australian market....

INDUSTRY NEWS

Implementation of the Federal Budget superannuation initiatives will result in intense competition between fund managers to develop pension products and services to attra...

INDUSTRY NEWS

The new owner of Skandia, South African financial services firm Old Mutual, has identified growth as one of the major goals it hopes the platform provider’s Australian op...

INDUSTRY NEWS

Auditor KPMG has defended itself against claims that it had some responsibility for the losses incurred by investors in the failed Westpoint group of companies....

INDUSTRY NEWS

Putnam Investments has launched two Australian resident managed investment schemes as part of its strategy to grow its Australian business....

INDUSTRY NEWS

Retail managed funds have increased by 20.2 per cent from last year, to a total of $467.4 billion at the end of March, according to new Plan for Life research....

INDUSTRY NEWS

The full spectrum of wealth management roles have benefited from above average salary increases, according to the 2006 Hays Banking Salary Survey....

INDUSTRY NEWS

FPA has declared its intention to increase the awareness of its Certified Financial Planner designation, with the aim of giving the professional mark more credibility....

INDUSTRY NEWS

In the next step in the transformation of its financial planning business, AMP Financial Services has split its back office operations and services from its financial pla...

INDUSTRY NEWS

Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...

INDUSTRY NEWS

Wealth manager Bravura Solutions is seeking to raise approximately $40 million through an ASX public listing, primarily to fund product development, future acquisitions a...

INDUSTRY NEWS

ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...

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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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 1 day 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...

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....

1 week 6 days ago