FINANCIAL PLANNING

INDUSTRY NEWS

Boutique research house Zenith has put out a review of Australia’s international equities funds, with Macquarie and AWFM Davis coming out on top....

INDUSTRY NEWS

A survey by Intech, which compares the performance of Australian superannuation funds, has emphasised the importance for investors of taking a long-term view....

INDUSTRY NEWS

A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...

INDUSTRY NEWS

The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...

INDUSTRY NEWS

Socially responsible investing has stood out as a big winner in the new choice of fund environment, despite only a small fraction of planners currently providing socially...

INDUSTRY NEWS

Navigator has added six funds to its Personal Investment Plan and Personal Retirement Plan platforms, including four funds from Fidelity Investments, two of which were la...

INDUSTRY NEWS

Four national dealer groups have begun trials of a new risk platform, the first of its kind, which has been in development for three years....

INDUSTRY NEWS

Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...

INDUSTRY NEWS

Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....

INDUSTRY NEWS

Van Eyk Research has overhauled its ratings systems, adding some new fund manager ratings and tightening the definitions of the others....

INDUSTRY NEWS

The two financial services regulators – ASIC and APRA – have combined resources to address the vexed unit pricing issue by jointly publishing a guide outlining what they ...

INDUSTRY NEWS

The launch of the Generic Personal Statement (GPS) for risk advisers and their clients has generated some debate, which I think warrants some commentary....

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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 ...

6 months ago

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

8 months ago

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

3 weeks 3 days ago

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

4 weeks 1 day 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 ...

2 weeks 2 days ago