FINANCIAL PLANNING

INDUSTRY NEWS

Paragem Partners and Miles Corporate have formed a new partnership to provider financial planning and accountancy firms with merger and acquisition assistance....

INDUSTRY NEWS

The PortfolioConstruction Forum Managed Funds Outperformance Report aims to uncover funds that have outperformed their peers consistently over time. This extract presents...

INDUSTRY NEWS

Abstract Long...

INDUSTRY NEWS

There’s no lack of motivation to invest in a international equity fund currently, but decidedly less information about which funds to invest in. Local research on interna...

INDUSTRY NEWS

Analysis of financial planning industry job advertisements performed by eJobs Recruitment Specialists has shown that while ad numbers have increased in the Victorian and ...

INDUSTRY NEWS

Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...

INDUSTRY NEWS

Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....

INDUSTRY NEWS

Self-managed superannuation funds are unlikely to grow as quickly as other fund types, while corporate funds will lose members in the short term, a research report has pr...

INDUSTRY NEWS

Westpoint administrator PBB has predicted it will take years to complete its investigations into the failed developer....

INDUSTRY NEWS

Western Australian financial planning group Plan B Financial Services has joined giant US-based wealth management network Zero Alpha Group....

INDUSTRY NEWS

Liquidators have been appointed to wind up Westpoint Corporation following an application by ASIC to have the company shutdown on grounds of insolvency....

INDUSTRY NEWS

Property and tourism based funds manager MFS Group has reported an above expectations first half profit of $25.2 million, and signalled its intentions to dispose of a por...

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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 3 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....

2 weeks 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...

4 weeks 1 day ago

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

2 weeks 5 days ago