FINANCIAL PLANNING

INDUSTRY NEWS

Snowball Group is set to launch a wrap offering to the market following it striking a deal with Asgard to badge the latter’s eWrap service....

INDUSTRY NEWS

Attempts by the Investment and Financial Services Association (IFSA) and the Association of Superannuation Funds Australia (ASFA) to agree on a single fee measure for sup...

INDUSTRY NEWS

Lonsdale Financial (Lonsdale) has appointed its first chief executive and operating officers with general manager Mario Modica set to head-up the Melbourne-based group an...

INDUSTRY NEWS

Queensland-based international investment group, LM Investment Management has been added to Asgard Capital Management’s investment menu line-up....

INDUSTRY NEWS

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

INDUSTRY NEWS

Proposed detail on the new market-linked income stream products, otherwise known as ‘growth pensions’, to be available from September 20 this year was released by Ministe...

INDUSTRY NEWS

Merrill Lynch Australia is steadily bolstering its ranks with the appointment of 20 new staff across its various businesses in light of improving equity markets and a mor...

INDUSTRY NEWS

Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...

INDUSTRY NEWS

Skandia has become the first customer in Australia to sign-up to Morningstar’s Portfolio X-Ray tool - an instrument that details fund aggregate portfolio asset allocation...

INDUSTRY NEWS

IWL will roll out its latest VisiPlan offering - version six - over the next few weeks following significant enhancements in terms of straight through processing capabili...

INDUSTRY NEWS

Listed investment companies (LICs) dominated capital raising activity on the Australian Stock Exchange (ASX) in the March 2004 quarter, with five LICs raising a total of ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) obtained final orders in the Supreme Court of Queensland yesterday against the directors of Drury Management, ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week 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 ...

3 weeks 1 day 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 ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago