FINANCIAL PLANNING

INDUSTRY NEWS

Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...

INDUSTRY NEWS

The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...

INDUSTRY NEWS

Sandeep Kothari, portfolio manager of the Fidelity India Fund, is a true believer in the India story....

INDUSTRY NEWS

Financial planning software provider Investment Data Technologies has announced it will sell its non-core business services, following the appointment of a voluntary admi...

INDUSTRY NEWS

HFA Asset Management has surpassed $2 billion in assets under management, after being awarded an $88.7 million mandate from Suncorp Life and Superannuation....

INDUSTRY NEWS

RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...

INDUSTRY NEWS

Small cap initial public offers generated outstanding returns for investors in 2005, eclipsing the performance of their larger company counterparts on average by 15 per c...

INDUSTRY NEWS

Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....

INDUSTRY NEWS

A financial adviser who deliberately concealed a criminal past from two prospective employers has been permanently banned from providing financial services....

INDUSTRY NEWS

The Commonwealth Bank has constructed a separate, walk-in investment management section in its Bondi Junction branch, in the hope of attracting more bank clients to its w...

INDUSTRY NEWS

Vision Equity Living has dropped its variable interest rate on its income and combination equity release plans from 8.15 percent to 7.99 per cent....

INDUSTRY NEWS

Advisers attending IOOF professional development days and technical training sessions will be eligible to receive CPD points following the company’s acceptance as a princ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 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....

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago