FINANCIAL PLANNING

INDUSTRY NEWS

Diversified financial services business AVFM has reached an in-principle agreement to acquire 50.01 per cent of boutique value funds manager Armytage from Treasury Group....

INDUSTRY NEWS

The purchase of Challenger Funds Management (CFM) by Select Managed Funds has landed the company with 2,500 extra members and about $160 million in invested funds....

INDUSTRY NEWS

Australian Agribusiness Group (AAG) has produced the first set of ratings evaluating the top managers of agribusiness managed investment schemes....

INDUSTRY NEWS

The outstanding performance of the Australian equities market was maintained for March 2006, with the domestic share market reaching record highs during the month....

INDUSTRY NEWS

ASIC has recommended that financial planners avoid being paid solely by commissions as a matter of best practice....

INDUSTRY NEWS

AMP Financial Planning has confirmed its current managing director Greg Kirk will end his five-year stint in the job to fill the managing directorship at Genesys Wealth A...

INDUSTRY NEWS

Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...

INDUSTRY NEWS

The appointment by Challenger of a single individual to manage both its small-caps and micro-caps funds, following the recent resignation of lead small-caps portfolio man...

INDUSTRY NEWS

Customers of several licensed reverse mortgage products could end up losing their home for being late with paying their rates or for forgetting to fill in forms, accordin...

INDUSTRY NEWS

Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...

INDUSTRY NEWS

Law firm Slater and Gordon will not start legal action against financial planners who sold clients Westpoint products for about another month, and it will target the bigg...

INDUSTRY NEWS

Kenyon Prendeville has announced the launch of an insurance policy which will ensure buyers of financial planning practices do not default on instalment payments....

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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