FINANCIAL PLANNING

INDUSTRY NEWS

Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...

INDUSTRY NEWS

Fund manager performance and investment style consistency have been identified as key factors in attracting fund flows, however manager reputation also has a strong influ...

INDUSTRY NEWS

Several Australian investors have signed up to the 2005 Carbon Disclosure Project, an annual global effort to encourage the world’s largest companies to disclose their ca...

INDUSTRY NEWS

Aberdeen Asset Management has lost two long serving members of its Australian equities team, resulting in a brace of funds being promptly placed ‘on hold’ by research hou...

INDUSTRY NEWS

Boutique fund manager MFS Group is to join forces with Gold Coast-based holiday accommodation group, Breakfree, to create a diversified property group with a market cap o...

INDUSTRY NEWS

Russell Investment Group has halved the exposure to Australian listed property in its diversified funds, directing the money to offshore property securities because of wh...

INDUSTRY NEWS

The Packer media empire will play a large part in Challenger’s bid to make a household name of its rebranded dealer group, Genesis Wealth Advisers....

INDUSTRY NEWS

The Federal Government is seeking feedback from the financial services industry following the release today of three proposals to address concerns over its methods for en...

INDUSTRY NEWS

Goldman Sachs JBWere has re-opened its popular emerging leaders fund to new investments after closing off the funds in late 2001 when assets under management reached some...

INDUSTRY NEWS

Not-for-profit super funds and commercial master trusts were equally represented among the best performing publicly available retirement products in 2004....

INDUSTRY NEWS

A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...

INDUSTRY NEWS

Shareholders of New Zealand based Tower Limited have “overwhelmingly” backed the move to spin off the firm’s Australian Wealth Management businesses and enter an underwri...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 weeks ago

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

1 week 3 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 4 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 1 day ago