FINANCIAL PLANNING

INDUSTRY NEWS

The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...

INDUSTRY NEWS

As part of its effort to adequately educate employers on choice of fund, the Federal Government has started the mammoth task of dishing out a print version of its officia...

INDUSTRY NEWS

The Productivity Commission is predicting one in four Australians will be aged 65 or more by 2044 - roughly twice as many as now - giving rise to significant economic and...

INDUSTRY NEWS

Van Eyk has entered a strategic research alliance with property research group Managed Investment Assessments (MIA), the last in a series of research group alliances inte...

INDUSTRY NEWS

Listed investment company Djerriwarrh Investments has posted a profit of $16.1 million for the six months to December 31, up 23.3 per cent on the previous corresponding i...

INDUSTRY NEWS

Inflated returns on the Australian share market caused the number of floats to almost double in 2004, with most activity in the financial services and biotechnology secto...

INDUSTRY NEWS

Poor business practices are costing financial planners tens of thousands of dollars in potential profits every year....

INDUSTRY NEWS

Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...

INDUSTRY NEWS

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

INDUSTRY NEWS

Australian equities have become the star performers of many portfolios in the past 12 months, and every day the market gets stronger. But, like all good things, it has to...

INDUSTRY NEWS

The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...

INDUSTRY NEWS

The Australian market broke all records last year, but was it even noticed by overseas fund managers? Money Management finds out....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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 3 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...

3 weeks 4 days ago

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

2 weeks 1 day ago