FINANCIAL PLANNING

INDUSTRY NEWS

As one of the early pioneers in emerging markets, Acadian can boast that it’s original investment team, formed when the manager launched its first portfolio in 1994, are ...

INDUSTRY NEWS

Working together since 1997, the Morgan Stanley Investment Management team claims to have achieved strong performance throughout a complete market cycle....

INDUSTRY NEWS

The unique process of equally combining quantitative and qualitative measures to construct portfolios has seen MIR finish first in the Australian equities - mid and large...

INDUSTRY NEWS

Head of international equities at Credit Suisse, Russell Bye, believes the robust returns achieved in the face of a variety of economic conditions is a key factor as to w...

INDUSTRY NEWS

Noted small caps stock picker Frank Villante has spent much of the past year closing his ears to the “siren call” of the ongoing commodities bull market....

INDUSTRY NEWS

There’s a rare symmetry about MIR Funds Management winning this year’s IMCA/Fund Manager of the Year award, as well as the Australian Shares, mid and large cap, category....

INDUSTRY NEWS

The alpha hunter’s interest at Pimco is fixed on one thing - fixed interest. And according to Australian executive vice president John Wilson, this narrower focus gives P...

INDUSTRY NEWS

Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...

INDUSTRY NEWS

Count Wealth Accountants has announced that reverse mortgage products provided by ABN Amro, Bluestone Equity Release and Macquarie Mortgages would be added to its recomme...

INDUSTRY NEWS

The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) is currently working on a project that aims to crackdown on people providing unlicensed financial advice....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 2 weeks ago

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

7 months 3 weeks ago

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

1 week 3 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...

3 weeks 4 days ago

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

2 weeks 1 day ago