FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission has confirmed it will undertake another shadow-shopping exercise to ensure financial planners are not misselling in t...

INDUSTRY NEWS

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

INDUSTRY NEWS

Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...

INDUSTRY NEWS

Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...

INDUSTRY NEWS

The Assistant Treasurer, Mal Brough has told the Conference of Major Superannuation Funds being held in Hobart that industry funds are not being discriminated against by ...

INDUSTRY NEWS

The apparent bargain price paid for HSBC Asset Management Australia by Challenger Financial Services could reflect capacity constraints in its listed property business an...

INDUSTRY NEWS

Small financial planning practices could be between $20,000 and $40,000 a year better off, after the peak association for boutique advisers signed an exclusive deal with ...

INDUSTRY NEWS

Branch staff would be licensed to be able to provide advice under a plan being considered by National Australia Bank chief executive Ahmed Fahour to boost the bank’s weal...

INDUSTRY NEWS

Fees in the superannuation industry are on their way down, according to data released by the Investment and Financial Services Association....

INDUSTRY NEWS

Financial planning software provider Xplan has enhanced its service offering, teaming up with Navigator to supply client and transaction information from the latter’s pla...

INDUSTRY NEWS

Listed property trusts were the darling of the Australian market in 2004, returning 32 per cent. No one believes there will be a repeat performance in 2005, but more than...

INDUSTRY NEWS

You have to be of a certain age to remember it, but at one stage back in the 1980s there was five times as much money in unlisted property funds and syndicates as there w...

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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 23 hours ago