FINANCIAL PLANNING

INDUSTRY NEWS

Succession planning has the distinct honour of being one of the most widely discussed topics in the financial planning profession while being the activity which occurs th...

INDUSTRY NEWS

HBOS Australia has pitched into the low cost direct financial services market with the launch of an Australian equities fund....

INDUSTRY NEWS

Newcastle-based dealer group Forsythes Financial Services has been forced to retract an advertisement the Australian Securities and Investments Commission considered misl...

INDUSTRY NEWS

A remarkable number of consumers who flagged they would switch superannuation funds in June, just before the onset of choice, have since changed their minds and decided t...

INDUSTRY NEWS

Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...

INDUSTRY NEWS

In a single stroke expansion of its Australian operations, Fidelity Investments has launched 10 new investment funds at once, including single country funds, regional fun...

INDUSTRY NEWS

The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...

INDUSTRY NEWS

London-based managed futures adviser Winton Capital has become the third manager to be added to a series of exclusive retail distribution deals with external managers by ...

INDUSTRY NEWS

AMP Financial Services managing director Craig Dunn and Colonial First State chief executive John Pearce have been promoted to the roles of chair and deputy chair of the ...

INDUSTRY NEWS

Stockbroking and financial planning firm Wilson HTM has entered into a partnership with funds management giant Deutsche Bank, which has taken a 19.9 per cent stake in the...

INDUSTRY NEWS

Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...

INDUSTRY NEWS

The FPA has announced it will hold its own investigation into the conduct of Tasmanian adviser Brendan Moore....

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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....

2 weeks 5 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 3 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 4 days ago