FINANCIAL PLANNING

INDUSTRY NEWS

Challenger Financial Service has appointed AMP Capital Investors’ portfolio manager Alan Sheen as its head investment analyst, effectively its second major signing from A...

INDUSTRY NEWS

Provider of wealth management software IWL has confirmed Boss Software International’s decision to overhaul its products was a main driver of its purchase of the risk sof...

INDUSTRY NEWS

An associated company of Westpoint, Cinema City Mezzanine, is facing liquidation in the Federal Court of Australia as ASIC commences proceedings to wind up the company....

INDUSTRY NEWS

The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...

INDUSTRY NEWS

Queensland Paulownia Forests is planning to buy an additional 550 hectares of land at Forbes in New South Wales to meet anticipated demand for its forestry scheme....

INDUSTRY NEWS

Challenger Financial Services will facilitate the establishment of a new Australian equities boutique to be run by the three key portfolio managers who walked out on Merr...

INDUSTRY NEWS

Australian Funds Marketing has picked up its fourth overseas fund manager to represent in Australia....

INDUSTRY NEWS

Banning exit fees on super funds and restricting statements of advice to less than four pages will form part of Labor’s new financial services policy platform to be relea...

INDUSTRY NEWS

ING has expanded its product team to fast track the development of planned new products based principally around its OneAnswer master trust offering....

INDUSTRY NEWS

Australian Financial Services is now standing on its own two feet as an independent dealer group, following its 39.7 per cent shareholding buy-back from Zurich Financial ...

INDUSTRY NEWS

The long-term investment outlook for the Australian share market remains positive, following a period of strong, consistent investment returns over the long-term, accordi...

INDUSTRY NEWS

Australian agribusiness investors have been warned to check the commission their financial planners receive and to access independent research themselves, before making a...

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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 4 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 5 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 2 days ago