FINANCIAL PLANNING

INDUSTRY NEWS

Perennial Investment Partners is the winner of the Australian fixed interest category of the Money Management Fund Manager of the Year Awards. This category has been incl...

INDUSTRY NEWS

AXA has been named winner of this year’s Money Management Fund Manager of the Year in mortgage funds. According to Elizabeth Foley, a long-term, experienced mortgage team...

INDUSTRY NEWS

A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...

INDUSTRY NEWS

According to Alliance Bernstein’s Kevin Boreen, senior vice president and senior portfolio manager for global value equities, a consistent value philosophy has resulted i...

INDUSTRY NEWS

The Money Management Fund Manager of the Year Rising Star award has traditionally been reserved for smaller, up-and-coming fund managers that are expected to be the ones ...

INDUSTRY NEWS

Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but the firm does come with extensive experience....

INDUSTRY NEWS

With $2.3 billion in funds under management and sitting at position 18, the Challenger Financial Group has just made it into this year’s list of the Top 20 largest platfo...

INDUSTRY NEWS

Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...

INDUSTRY NEWS

There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...

INDUSTRY NEWS

Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...

INDUSTRY NEWS

Australian Agribusiness Group has welcomed this year’s lack of a widely publicised “Top 10 list” of agribusiness tax effective projects....

INDUSTRY NEWS

BT Financial Group’s horror years of the early twenty-first century continue to fade into memory, as the unit delivered a big increase in funds under administration and a...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

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

7 months 1 week 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 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

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

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