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INDUSTRY NEWS
Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....
INDUSTRY NEWS
Large financial planning group Professional Investment Services will fly the heads of dozens of independent dealer groups out to Fiji next month to showcase its new deale...
INDUSTRY NEWS
The UK Government encouraging people not to use timber from native forests will have little impact on Australian forestry managed investment schemes, according to three m...
INDUSTRY NEWS
The Financial Planning Association’s new conflicts of interest principles do not go far enough to ensure compliant advice, according to Australian Securities and Investme...
INDUSTRY NEWS
Financial planning dealer groups may end up being liable for a portion, if not all of the damages awarded to the investors who are in the process of taking legal action a...
INDUSTRY NEWS
Since losing a large part of its advisory base, SMF-owned dealer group Lynchpin has changed its name to Wealth Managers, installed a new advisory software provider, and c...
INDUSTRY NEWS
Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...
INDUSTRY NEWS
Ex-patriots from the United Kingdom looking to transfer their pension across to Australia may be limited in their choice of investments, and could be hit with huge tax bi...
INDUSTRY NEWS
BT Financial Group has commenced the process of bringing the management of its four multi-manager offerings in-house in an effort to enhance the structure of these produc...
INDUSTRY NEWS
Superannuation funds should take action within 10 working days of a customer requesting payment or additional information, according to Association of Superannuation Fund...
INDUSTRY NEWS
Only three small cap equity funds scored a ‘highly recommended’ rating in Lonsec’s new sector review report....
INDUSTRY NEWS
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...