FINANCIAL PLANNING

INDUSTRY NEWS

The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...

INDUSTRY NEWS

The new chief of the St George bank’s financial planning network will aim to forge closer links between its 100-plus advisers and the bank’s retail banking arm....

INDUSTRY NEWS

Australian Unity has linked with a number of prominent portfolio managers to set up a boutique funds management group that will specialise in absolute return fixed intere...

INDUSTRY NEWS

Overseas shares funds followed the US market to mediocre returns last month, with just three of the 78 funds available in Australia making money for investors before fees...

INDUSTRY NEWS

Treasurer Peter Costello has lambasted calls for superannuation savings to be cashed out and used by first home buyers to finance housing deposits....

INDUSTRY NEWS

Goldman Sachs JBWere is offering eight more senior staff the option of taking an equity stake in its Australian business....

INDUSTRY NEWS

The Government should use its majority in both houses of Parliament to substantially simplify Australia’s superannuation laws....

INDUSTRY NEWS

Investors should allocate 25 per cent of their portfolio to international equities as growing volatility on global markets gives good stock pickers better scope for outpe...

INDUSTRY NEWS

Australian Wealth Management began life positively today with early trading on the Australian Stock Exchange seeing its share price jump 16 per cent before levelling out...

INDUSTRY NEWS

ANZ chief executive John McFarlane has played down speculation he will expand the bank’s wealth management business through acquisitions in the near future, while announc...

INDUSTRY NEWS

Using superannuation to defray health care costs is just one suggestion dismissed by the Government, in an almost total rejection of the Senate Select Committee on Supera...

INDUSTRY NEWS

Publicly offered superannuation fund SunSuper is pushing its credentials on the eve of fund choice, boasting of a positive rating from a research house, and a series of c...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks 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....

1 week 2 days 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...

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....

2 weeks ago