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FINANCIAL PLANNING
INDUSTRY NEWS
AMP Capital Investors is approaching advisers and the direct retail market with a second Chinese equities fund, just a year after raising $55 million for the first one....
INDUSTRY NEWS
The ultimate ‘uptown’ funds manager, Connecticut’s Bridgewater Associates, has chosen Australia for its first foray into the retail market....
INDUSTRY NEWS
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
INDUSTRY NEWS
Perth-based dealer group Western Pacific has announced plans to set up its first office in Sydney, saying the move would establish a beachhead into the country’s most luc...
INDUSTRY NEWS
Macquarie Adviser Services has made its first foray into the agricultural sector, launching the Macquarie Agri-investment Facility, an information-cum-investment service ...
INDUSTRY NEWS
Financial planning members of Australia’s two peaking accounting bodies have been granted nearly an extra month to comment on a tough new code of practice....
INDUSTRY NEWS
The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...
INDUSTRY NEWS
A former Sydney financial adviser who stole $1.7 million from clients will spend up to eight years in jail....
INDUSTRY NEWS
The introduction of super choice will give financial planners an opportunity to demonstrate the value of insurance benefits, and hopefully increase general awareness amon...
INDUSTRY NEWS
Advisory software and research provider IWL has posted its ninth and final extraordinary monthly earnings update in its bid to keep shareholders of stock broking firm JDV...
INDUSTRY NEWS
Challenger Financial Services’ purchase of HSBC Asset Management Australia has had its first tick of approval from a research house, with Navigator retaining its ratings ...
INDUSTRY NEWS
Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...