FINANCIAL PLANNING

INDUSTRY NEWS

Challenger Financial Services has signalled it is serious about winning over more advisers, confirming that HSBC Asset Management’s head of distribution will join it foll...

INDUSTRY NEWS

Managed funds are finding increasing favour with Australian households as a diversification strategy, according to the latest ING Melbourne Institute Household Savings an...

INDUSTRY NEWS

Fake websites set up by phoney international regulators are duping Australian investors into buying shares from dodgy offshore stockbrokers....

INDUSTRY NEWS

A company’s level of social responsibility has become a bigger factor in the management of AMP Capital Investors’ sustainable and mainstream Australian equity funds, foll...

INDUSTRY NEWS

Van Eyk has acted on its belief that ‘growth’ stocks are cheap globally, replacing Wellington International Management with what it has called a “deeper growth” manager f...

INDUSTRY NEWS

MBF Life and MBF-owned ClearView Life Nominees are the latest in a growing line of insurance companies which have been ordered by regulators to compensate clients overcha...

INDUSTRY NEWS

Treasurer Peter Costello has dismissed the recent slide in the Australian sharemarket as the correction we had to have....

INDUSTRY NEWS

Tower spin-off Australian Wealth Management is seeking to offload its small shareholders, claiming the cost of maintaining them on its share registry is too onerous....

INDUSTRY NEWS

A proposal by the Federal Government to strengthen identity security measures has been welcomed by the Investment and Financial Services Association as critical to the su...

INDUSTRY NEWS

Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...

INDUSTRY NEWS

Changing its name to Scarborough Equities Limited and selling Avcol Stockbroking to IWL for a profit, are two of the big resolutions that the board of Rivkin Financial Se...

INDUSTRY NEWS

Social and environmental factors will become just as vital a part of the investment management process as profit statements and price to earnings ratios, the majority of ...

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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 5 hours ago