FINANCIAL PLANNING

INDUSTRY NEWS

Boutique funds management outfit MIR is quickly becoming one of the more sought after managers in the country after it was added to the investment line-up of yet another ...

INDUSTRY NEWS

Two of the country’s leading boutique financial planning groups, Centrestone Wealth Management and the Berkley Group, are set to merge....

INDUSTRY NEWS

Australian investors should underweight their allocation to small cap international equities to no more than 5 per cent of their portfolio, despite small caps outperformi...

INDUSTRY NEWS

The former chief executive of UBS Global Asset Management in Australia, John Larum, has taken up the newly created role of Chinese chief executive for the manager as it g...

INDUSTRY NEWS

The chairman of the Australian Securities and Investment Commission, Jeffrey Lucy, has given a strong warning to financial planners that failure to comply with choice of ...

INDUSTRY NEWS

Macquarie Bank will follow AMP into offering a capital-guaranteed exposure to Chinese equities, through the Macquarie Reflexion Trusts to open in June....

INDUSTRY NEWS

Colonial First State’s FirstChoice platform has been spruced up ahead of the July 1 arrival of super choice, with several manager and asset class additions, insurance pre...

INDUSTRY NEWS

AMP has released a free financial literacy program intended to increase consumer take-up of financial planning by reducing a perceived “knowledge gap” between consumers a...

INDUSTRY NEWS

Australian Financial Services will look to a series of strategic alliances to boost referrals to its network of advisers after signing an initial deal with a national mor...

INDUSTRY NEWS

AXA has launched a third international fund into the Australian market, this time managed by subsidiary Rosenberg....

INDUSTRY NEWS

Small businesses are most likely to turn to their accountants to gain advice on the new choice of superannuation fund regime, according to a survey conducted by accountin...

INDUSTRY NEWS

Investors in international funds are still in for a bumpy ride, even though some opportunities exist in emerging markets, the head of the giant Principal Global Asset Man...

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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....

4 days 16 hours ago