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FINANCIAL PLANNING
INDUSTRY NEWS
Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....
INDUSTRY NEWS
The Securities Institute of Australia has engaged advisers concerned about their obligations under super choice, releasing a series of products intended to help them hand...
INDUSTRY NEWS
To fulfil its educational responsibilities in the lead up to super choice, the Federal Government has made a booklet available to guide consumers in straight forward lang...
INDUSTRY NEWS
The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...
INDUSTRY NEWS
The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...
INDUSTRY NEWS
Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....
INDUSTRY NEWS
Hedge funds are increasingly being used by planners, with inflows stable over the past 12 months due to the strength of returns from Australian equities....
INDUSTRY NEWS
The hedge fund industry in Australia has to defend itself against many charges, some justified, but mostly not. In recent years, hedge funds have started to see some soli...
INDUSTRY NEWS
While platform operators talk about scale driving cost efficiencies, critics argue that there has been very little difference in the cost structure for end investors over...
INDUSTRY NEWS
Having a global reach has been one of the contributing factors to PIMCO Australia’s consistent top performance, and first place win in the Money Management Fund Manager o...
INDUSTRY NEWS
Merger and acquisition activity in the business world generally runs in cycles. One organisation buys or merges with another, which in turn can trigger a frenzy of activi...
INDUSTRY NEWS
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...