FINANCIAL PLANNING

INDUSTRY NEWS

Australia’s mortgage fund industry is plagued by excessive, inefficient or outdated fee structures, according to a fresh sector report....

INDUSTRY NEWS

Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....

INDUSTRY NEWS

Favourable market conditions for gold have prompted van Eyk to suggest investors revise their current portfolio asset allocations with a view to increasing their exposure...

INDUSTRY NEWS

Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....

INDUSTRY NEWS

An illegal scheme that promised investors returns of up to 8 per cent per week has been rated by the corporate regulator as the most outrageous financial proposition offe...

INDUSTRY NEWS

As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...

INDUSTRY NEWS

Hub service provider InvestmentLink has acquired a 50 per cent stake of Dealer Management System that will allow it to develop systems to enable financial advisers to hav...

INDUSTRY NEWS

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

INDUSTRY NEWS

Inflows into Australia’s life insurance companies fell by 1.6 per cent last year from $34 billion to $33.4 billion, reversing a 0.6 per cent growth in inflows recorded in...

INDUSTRY NEWS

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

INDUSTRY NEWS

Total estimated superannuation assets grew by 6.7 per cent over the September 2005 quarter to $791.5 billion, according to APRA....

INDUSTRY NEWS

The Labor Party has indicated it has formulated a plan to make it easier for individuals to recover lost superannuation amounts in response to the ATO estimates that lost...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 17 hours ago