FINANCIAL PLANNING

INDUSTRY NEWS

The Association of Financial Advisers’ long quest to resolve its designation woes will come to fruition at the end of the month when advisers officially take on its new F...

INDUSTRY NEWS

In a bid to separate the best from the rest, Genesys Wealth Management will urge Garrisons advisers who can’t produce a minimum of $55,000 in dealer services fees to join...

INDUSTRY NEWS

The recently departed founder of DKN Financial, Murray Hills, is set to poach many of the group’s 36 Western Australian advisers into his next venture....

INDUSTRY NEWS

A wealth creation scheme that claims to be able to generate returns of at least 2 per cent every trading day is being investigated by the Australian Securities and Invest...

INDUSTRY NEWS

St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....

INDUSTRY NEWS

Colonial First State will not be renegotiating its exclusive distribution deal with 452 Capital from the position of strength it may have hoped for, following yesterday’s...

INDUSTRY NEWS

Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...

INDUSTRY NEWS

Listed financial planning and accounting business, Investor Group, will merge four of its member firms into two....

INDUSTRY NEWS

Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...

INDUSTRY NEWS

The Opposition has slammed the final choice of fund regulations released by the Federal Government yesterday as costly, complex and unsafe....

INDUSTRY NEWS

Financial planners who were paid commissions by the sponsors of now-banned tax effective schemes, and invested money themselves, have had some success in reclaiming penal...

INDUSTRY NEWS

The breakaway dealer group of 22 RetireInvest planners from Victoria will be known as Iris Financial Group when it launches later this month....

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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 2 hours ago