FINANCIAL PLANNING

INDUSTRY NEWS

What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...

INDUSTRY NEWS

Web Abstract long compulsory...

INDUSTRY NEWS

Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...

INDUSTRY NEWS

Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...

INDUSTRY NEWS

The investment division of insurance provider Australian Unity performed strongly in 2005, increasing its funds under management to over $3 billion for the 2005 calendar ...

INDUSTRY NEWS

The founder and venture capitalists who put the reverse mortgage outfit Bluestone Group together have sold 40 per cent of the company to Dutch bank ABN Amro and another 1...

INDUSTRY NEWS

Macquarie Leisure Trust Group has announced it will pour investment capital of $56 million into a new water theme park on Queensland’s Gold Coast....

INDUSTRY NEWS

Franklin Templeton is looking to take advantage of its overseas market experience and knowledge to increase its presence in the Australian retail investment space by offe...

INDUSTRY NEWS

A new Melbourne-based boutique Australian equities manager claims to have achieved a 47 per cent return with its inaugural fund....

INDUSTRY NEWS

Global property funds manager Rubicon Asset Management has launched the Rubicon Europe Trust Group, providing the Australian listed market with its first exposure to offi...

INDUSTRY NEWS

A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....

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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 1 week ago

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

8 months 1 week 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 ...

3 weeks 4 days 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 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago