FINANCIAL PLANNING

INDUSTRY NEWS

A Perth financial adviser who misused $200,000 of clients’ funds has been banned permanently from providing financial services by ASIC....

INDUSTRY NEWS

A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...

INDUSTRY NEWS

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INDUSTRY NEWS

Aviva has been named Risk Company of the Year in the Money Management/Dexx&r Adviser Choice Risk Awards 2005....

INDUSTRY NEWS

A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...

INDUSTRY NEWS

Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....

INDUSTRY NEWS

Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...

INDUSTRY NEWS

An industry fund which claimed its members would be more than $200,000 better off than those in retail super funds has agreed to an enforceable undertaking after concerns...

INDUSTRY NEWS

Listed financial planning and accountancy business Investor Group is to acquire planning firm Hayes Knight Melbourne and merge it with WHK Greenwoods Melbourne on January...

INDUSTRY NEWS

AMP has severed one of the last remaining links to its former UK operations, announcing today that it had sold its residual stake in the Henderson Group for $212 million....

INDUSTRY NEWS

The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...

INDUSTRY NEWS

Advance Asset Management has Australia’s most talked about fund manager all to itself, having signed Michael Trigaboff’s highly successful MIR to an exclusive retail dist...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 3 weeks ago

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

7 months 3 weeks ago

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

2 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks 1 day ago

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

2 weeks 5 days ago