FINANCIAL PLANNING

INDUSTRY NEWS

BT Financial Group has been shown to be the most impressive performing business unit of Westpac for the half year ended March 31, 2006, contributing strongly to the banki...

INDUSTRY NEWS

Portfolio Partners is the first Australian fund manager to sign up to the Principles for Responsible Investment (PRI), a global scheme co-ordinated by the United Nations ...

INDUSTRY NEWS

The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....

INDUSTRY NEWS

The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...

INDUSTRY NEWS

Jana Investment Advisers has made its initial entry into the retail market with the launch of two multi-manager, long/short investment products....

INDUSTRY NEWS

US fund manager LSV has stated that it will not launch another Australian fund once its initial offering has been completed....

INDUSTRY NEWS

It seems the sky is the limit for Advance Asset Management, which has announced that it is managing more than $7 billion of funds for retail and Australian investors....

INDUSTRY NEWS

MIR Investment Management is set to launch an Asia fund on January 1 next year to add to its five existing unit trusts....

INDUSTRY NEWS

Gregory Clements and Neil Manning have appeared in the Perth Magistrates Court as the result of an ASIC investigation that alleged they provided financial advice without ...

INDUSTRY NEWS

Anybody looking to identify the gambling streak that reputedly characterises Australians as a people would be hard pressed to find evidence of it in the margin loans sect...

INDUSTRY NEWS

Mergers and acquisitions played less of a driving role in the sector’s growth this past year than at any time since the product started to take off in 19887, but this mar...

INDUSTRY NEWS

The Supreme Court of New South Wales has reinforced the value of employment agreements, upholding Koops Martin Financial Services’ actions to stop a former adviser from l...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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