FINANCIAL PLANNING

INDUSTRY NEWS

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

INDUSTRY NEWS

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

INDUSTRY NEWS

Merrill Lynch Investment Managers today launched its third Australian equities fund, which will invest in a combination of small, mid and large caps stocks....

INDUSTRY NEWS

The Federal Government has introduced legislation that will finally deliver on its 2004 election promise on superannuation splitting....

INDUSTRY NEWS

The corporate regulator is standing by its decision to ask Bridges Financial Planning to conduct an external audit of its compliance procedures, despite claims by Bridges...

INDUSTRY NEWS

As Australian superannuation fund trustees look for ways of extracting even better returns for members, State Street Global Advisers has issued a sobering assessment of i...

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Van Eyk Research has signed its fourth research alliance of the year, partnering with Chant West Financial Services to provide industry super fund ratings to clients....

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INDUSTRY NEWS

Alan Kenyon and Stephen Prendeville are happy to see advisers selling their practices and other advisers buying them, particularly when their business Kenyon Prendeville ...

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At the start of 2003 Cliff Garrels and his financial planning business partner began the process of selling their financial planning practice in Adelaide....

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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 4 weeks 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 ago

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

3 weeks 5 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 6 days ago