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FINANCIAL PLANNING
INDUSTRY NEWS
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
INDUSTRY NEWS
Citigroup has sold its worldwide life insurance and annuities business, including in Australia, in a deal worth US$11.5 billion....
INDUSTRY NEWS
Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...
INDUSTRY NEWS
Investors in Navigator’s personal investment plan will now be able to purchase shares directly, as well as access research through Aegis Independent Equities Research and...
INDUSTRY NEWS
Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...
INDUSTRY NEWS
Solid growth in inflows through platforms and wholesale funds along with strong contributions from Asia have offset weaker results in advice from New Zealand to deliver A...
INDUSTRY NEWS
Gearing is successful in a “majority of occasions” as an investor strategy to add value to a portfolio, according to new research by MLC....
INDUSTRY NEWS
Paul Clitheroe, chair of the Financial Literacy Foundation, announced that a $16 million Federal Government grant will be used to fund a public education campaign using t...
INDUSTRY NEWS
Breakaway dealer groups make good newspaper copy. With the same elements of any TV drama warring factions, disgruntled individuals, secret deals and an occasional bit of...
INDUSTRY NEWS
Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...
INDUSTRY NEWS
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
INDUSTRY NEWS
Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...
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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...