FINANCIAL PLANNING

INDUSTRY NEWS

The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...

INDUSTRY NEWS

Broking firm Citigroup Wealth Advisers is the latest firm to sign up for Praemium Portfolio Services portfolio reporting technology....

INDUSTRY NEWS

Residents of north Queensland have been warned they need to be more vigilant against investment scamsters, following a spate of incidents involving millions of dollars of...

INDUSTRY NEWS

Perpetual Trustees is the next financial services company off the reporting season blocks to herald good news for investors, with strong growth in funds under management ...

INDUSTRY NEWS

Challenger has sold the former HSBC Private Investment Group to Deutsche Private Wealth Management for an undisclosed sum....

INDUSTRY NEWS

IWL-owned research house InvestorWeb has merged its traditional and alternative research teams, has shifted the team from Melbourne to Sydney and has installed recently a...

INDUSTRY NEWS

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

INDUSTRY NEWS

Australian funds management groups have continued their push into Asia, with both Macquarie Bank and AXA Asia Pacific announcing significant new moves offshore....

INDUSTRY NEWS

Increasing inflows through financial planners will play a vital role as AMP attempts to double in size over the next five years, chief executive Andrew Mohl said today....

INDUSTRY NEWS

Russell Investment Group has made a significant strategic shift to its Australian business, launching a series of multi-manager funds which are targeted exclusively at re...

INDUSTRY NEWS

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INDUSTRY NEWS

Kerry Packer-backed Challenger Financial Services has raised all of the money it wanted for its first infrastructure fund in what was a relatively short three week offer ...

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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....

1 week 6 days 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 ago

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

2 weeks 4 days ago