FINANCIAL PLANNING

INDUSTRY NEWS

Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...

INDUSTRY NEWS

Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...

INDUSTRY NEWS

When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform (FSR) Policy Statement 181, she was as m...

INDUSTRY NEWS

MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...

INDUSTRY NEWS

Asian markets like Japan, Korea, Singapore and Taiwan will outperform in 2005 as opposed to Europe and the United States, while the Chinese market will grow by seven per ...

INDUSTRY NEWS

Advisers are not sufficiently educated about listed investment companies and are letting many obvious bargains go begging, according to the author of Australia’s only res...

INDUSTRY NEWS

Perpetual has managed to retain the lions’ share of $2 billion in international funds previously invested by Fidelity Investments, after it was given the go-ahead last we...

INDUSTRY NEWS

Investor Group is expanding further into the New Zealand financial planning and accounting market with the push to acquire mid-tier Auckland-based advice and accounting f...

INDUSTRY NEWS

Assistant Treasurer Mal Brough has rebuffed suggestions by the Federal Opposition that superannuation savings should be used to finance infrastructure developments....

INDUSTRY NEWS

Macquarie Bank has signed letters of intent with two Australian boutique fund mangers as part of a series of exclusive distribution deals that will trigger the release a ...

INDUSTRY NEWS

Australian Securities and Investments Commission outgoing executive director of financial services regulation Ian Johnston has played down suggestions his departure is re...

INDUSTRY NEWS

The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 9 hours 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago