FINANCIAL PLANNING

INDUSTRY NEWS

Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...

INDUSTRY NEWS

Van Eyk Research is set to ink its fourth research alliance of the year, partnering with Chant West Financial Services to provide industry super fund ratings to clients....

INDUSTRY NEWS

The Australian Prudential Regulation Authority has said it wants to encourage whistle-blowing in the financial services sector and expects the institutions it administers...

INDUSTRY NEWS

ING Investment Management has launched the ING Global High Dividend Fund, which it claims is Australia’s first to select stocks on the basis of their dividend yields....

INDUSTRY NEWS

Portfolio Partners’ Richard Dixon will succeed Chris Kourtis as portfolio manager of the ‘high conviction’ Elite Opportunities Trust, following yesterday’s resignation of...

INDUSTRY NEWS

Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....

INDUSTRY NEWS

Tower Australia national sales manager, Danny Maher and MLC dealerships general manager, Alan Logan will join over 100 Australian members of the Million Dollar Round Tabl...

INDUSTRY NEWS

The advent of choice of superannuation fund and the continued growth in do-it-yourself superannuation is likely to see a leakage of funds out of the retail managed funds ...

INDUSTRY NEWS

The corporate trust business of Australian Wealth Management subsidiary, Australian Executor Trustees, has swelled from $4.2 billion under supervision to $10.2 billion fo...

INDUSTRY NEWS

MLC has implemented potential fee savings and a greater investment choice in its MasterKey Custom platform, effective from July 1....

INDUSTRY NEWS

Employees who leave wholesale corporate superannuation funds in favour of retail funds could be financially harmed and may end up paying fees double or triple those of th...

INDUSTRY NEWS

The Australian Taxation Office has been urged to get its administration of the tax file numbering system applying to superannuation funds and trusts up to the same standa...

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 1 week 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....

5 days 6 hours 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...

2 weeks 6 days ago

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

1 week 3 days ago