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FINANCIAL PLANNING

INDUSTRY NEWS

The financal services industry should abandon its focus on end-of-month performance figures with investors needing to understand quarterly data at least presents a more a...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released a guide on complying with Policy Statement 166 (PS166) after inadequate licence applications and ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has permanently banned Martin James Donohue from acting as a representative of a securities dealer or investme...

INDUSTRY NEWS

The Office of the Federal Privacy Commissioner (OFPC) has released guidelines on what happens to client data when financial advisers move to another dealer group....

INDUSTRY NEWS

Deutsche Asset Management has announced the head of DB Real Estate Mark Ford will retire due to ill-health, with former Westfield Holdings funds management head Victor Ho...

INDUSTRY NEWS

Challenger Financial Services is investigating a move back into the platform market after the appointment of David Coyne as head of platform development....

INDUSTRY NEWS

Platinum Asset Management and Macquarie Wrap Solutions have resolved a brief but public dispute after Platinum moved to withdraw its funds from the latter’s platform inve...

INDUSTRY NEWS

Fund managers accepting deposits or funds from the public will be slugged with additional costs and increased compliance demands if new international due diligence guidel...

INDUSTRY NEWS

Perpetual Investments has unveiled details of its own low cost platform, WealthFocus, ahead of next month’s launch as a response to changing market needs and an assessmen...

INDUSTRY NEWS

The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...

INDUSTRY NEWS

Parliamentary Secretary to the Treasurer, Senator Ian Campbell, reinforced his commitment to continuing the current reform momentum at an Investment and Financial Service...

INDUSTRY NEWS

The Federal Government will today gazette amended superannuation portability regulations after having reached agreement with the Australian Democrats on the consolidation...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 days 18 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 2 days ago

So we are now underwriting criminal scams?...

6 months 1 week ago

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

4 days 14 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 4 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 3 days ago