FINANCIAL PLANNING

INDUSTRY NEWS

It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...

INDUSTRY NEWS

When the announcement came last week that interest rates would not rise, what should have been good news for home owners was stained by a less than subtle threat by the R...

INDUSTRY NEWS

Aren’t you tired of hearing about holistic, lifestyle planning? I am. Not that the concept is wrong, it’s just an impossibly tall order....

INDUSTRY NEWS

Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...

INDUSTRY NEWS

BT Financial Group has given its planned new dealer group an identity, and confirmed that former Retireinvest chief executive Mark Spiers would head up the business....

INDUSTRY NEWS

A fear that women are being left out of the push to raise retirement incomes has prompted one state government to take action...

INDUSTRY NEWS

Superannuation has once again been revealed as the dominant element in APRA’s quarterly Life Insurance Trends data....

INDUSTRY NEWS

One of the world’s largest fund managers has cut-off access to van Eyk Research, accusing the ratings house of acting as its competitor and claiming that it could not tru...

INDUSTRY NEWS

Tribeca’s JUSTINE HARRIS answers your questions in depth....

INDUSTRY NEWS

Australia’s international reputation has been damaged by poor implementation of Financial Services Reform (FSR), with many other countries now actively looking to avoid m...

INDUSTRY NEWS

Mariner Financial moved into the boutique investment management market yesterday with a 47 per cent stock acquisition of pooled development fund JAM Development Capital....

INDUSTRY NEWS

Trans-Tasman financial services group Tower has announced its managing director, Keith Taylor, will relinquish his role of steering the group later this month to Tower Au...

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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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 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 3 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