FINANCIAL PLANNING

INDUSTRY NEWS

When it comes to the size of dealer groups, the war between ‘bigger is better’ and ‘less is more’ continues to be waged....

INDUSTRY NEWS

Work undertaken in recent years is paying off for Commonwealth Financial Planning, says executive general manager Brett Himbury, with the bank-based group topping this ye...

INDUSTRY NEWS

From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....

INDUSTRY NEWS

Charter Financial Planning added 57 financial planners to its ranks last year, continuing the steady growth pattern shown over the five year history of this survey....

INDUSTRY NEWS

It is not only Trafalgar Managed Investments’ property expertise that attracts investors, but the group’s ability to position itself as a fund manager with a financial st...

INDUSTRY NEWS

After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...

INDUSTRY NEWS

Aurora Funds Management (AFM) – the brainchild of former Challenger International executives Alistair Davidson, Simon Lindsay, Hugh Latimer and Richard Matthews – came in...

INDUSTRY NEWS

Renaissance Asset Management is another boutique investment firm recently launched by a group of former institutionally tied executives....

INDUSTRY NEWS

K2 Asset Management was established in July 1999 by former Hong Kong-based HSBC Asset Management director, Mark Newman and former BT executive vice-president, Campbell Ne...

INDUSTRY NEWS

Whether you are running a business or a basketball team – a top performance requires a quality coach, writes BRUCE BIRCHALL....

INDUSTRY NEWS

DOMINIC McCormick’s recent column (Money Management, Dec 11, p15) predicts disappointment for those investing in the raft of new listed investment companies (LICs) coming...

INDUSTRY NEWS

Between sessions of cricket and beer drinking, NICK BRUINING gets acquainted with the new terminology of the FSR era....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 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 ...

6 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 16 hours ago