FINANCIAL PLANNING

INDUSTRY NEWS

A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...

INDUSTRY NEWS

Privately owned Avenue Capital Management has attracted a central Sydney practice away from Godfrey Pembroke, as well as picking up a practice that is starting from scrat...

INDUSTRY NEWS

MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....

INDUSTRY NEWS

Compliance practices in the financial services industry are usually reactive, and only vaguely regarded as a business benefit, according to a survey of executives from 73...

INDUSTRY NEWS

The double digit returns secured by the majority of Australian superannuation funds in 2004-05 have been reinforced by REST Superannuation which last week announced a 12....

INDUSTRY NEWS

Tribeca Learning has created the new position of director, corporate and strategy as part of a reorganisation of its senior management team....

INDUSTRY NEWS

Listed planning business DKN Financial Group says its part acquisition of financial planning firm Goldsborough Financial Services for $2.35 million last Friday maintains ...

INDUSTRY NEWS

Financial planners and retail investors are supporting a wider range of capital market vehicles than ever, but are becoming more discerning in doing so, according to KPMG...

INDUSTRY NEWS

Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....

INDUSTRY NEWS

The number of unsolicited offers to investors to buy shares has increased by more than 50 per cent over the past 12 months, according to ASIC commissioner Berna Collier....

INDUSTRY NEWS

Capital Guaranteed Investments Limited has partnered with Credit Suisse to launch three capital guaranteed securities, collectively known as Credit Suisse ORB Investment ...

INDUSTRY NEWS

Investors are too desensitised to terrorism for yesterday’s attacks on London to have any major impact on investment markets, according to industry participants....

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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 ago