FINANCIAL PLANNING

INDUSTRY NEWS

Challenger Financial Services will finally offer an international equities fund to the retail market, following the formation of a manager selection and portfolio constru...

INDUSTRY NEWS

The amount of superannuation guarantee charge raised by the Australian Tax Office has quadrupled over five years, according to the body’s latest data....

INDUSTRY NEWS

Claiming to have no knowledge of the existence of Financial Services Reform, applying for a financial services license just days before the new regime was due to kick in ...

INDUSTRY NEWS

The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...

INDUSTRY NEWS

The Association of Independently Owned Financial Planners has added the super and pension facilities of the ASGARD eWRAP product to its badged Personal Choice eWrap servi...

INDUSTRY NEWS

A winding back of the superannuation surcharge has emerged as the most likely superannuation initiative to be included in the Federal Budget to be handed down by Treasure...

INDUSTRY NEWS

Financial planning practices attached to the ING-owned RetireInvest dealer group will be able to benchmark their practise against that of their colleagues, following the ...

INDUSTRY NEWS

The median growth-orientated superannuation fund returned -1.5 per cent in April, according to an Intech survey, the lowest one-month result since the median fund returne...

INDUSTRY NEWS

Perpetual Investment’s new global equities arm has signed-up two key new wholesale clients in the Irish and Australian marketplace....

INDUSTRY NEWS

The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...

INDUSTRY NEWS

Morningstar has awarded its premier 'highly recommended' investment rating to five large cap Australian equities fund managers....

INDUSTRY NEWS

Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...

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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 ago

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

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....

5 days 3 hours ago