FINANCIAL PLANNING

INDUSTRY NEWS

Aegis Equities Research has appointed former research manager at Lonsec Property Research, Paul Nielson, to the position of head of unlisted property within its newly lau...

INDUSTRY NEWS

Aberdeen Leaders (ALR), one of the longest running listed investment companies (LICs), has slashed its management fee following the announcement of a third fully franked ...

INDUSTRY NEWS

Select Asset Management’s recently launched Select Gold Fund has received the tick of approval from Zenith Investment Partners, with the research house touting the asset ...

INDUSTRY NEWS

Count Financial has revealed its new wrap - platform2 - targeting the high net worth market as a re-badged BT Financial Group offering and will roll out the initiative at...

INDUSTRY NEWS

SMF Funds Management has surpassed $2 billion in funds under management (FUM) and now has in excess of 100,000 members investing in the group....

INDUSTRY NEWS

Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...

INDUSTRY NEWS

ING Australia has completed revamping its sales and distribution management structure, which it flagged last year, with the aim of sharpening its focus on specific advise...

INDUSTRY NEWS

Industry Fund Services (IFS) is incorporating two of Australia's largest eligible roll-over funds in a bid to generate “genuine capital scale” in preparation for its plan...

INDUSTRY NEWS

HFA Asset Management has launched two new funds - the HFA International Shares Fund and the HFA Australian Shares Fund - into the retail market targeting investors seekin...

INDUSTRY NEWS

Colonial First State’s exclusive retail relationship with Peter Morgan’s 452 Capital may be reduced by the latter’s decision to launch its own listed investment company (...

INDUSTRY NEWS

Former Zurich Financial Services head of life risk Michael Harrison has set up his own consultancy, Strategies+plus, to provide succession planning advice to the industry...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released a timetable for policy proposal papers on the Corporate Law Economic Reform Program (Audit Reform...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks 4 days 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 ...

2 weeks 3 days ago

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

3 weeks 3 days ago