FINANCIAL PLANNING

INDUSTRY NEWS

The managed funds industry has recorded positive inflows for the first time this year after total assets under management rose to $670 billion at the end of June, a $37 b...

INDUSTRY NEWS

Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...

INDUSTRY NEWS

The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser for three years after making false and misleading statements to in...

INDUSTRY NEWS

Superannuation fund member disillusionment over fund returns is at an all-time high despite a recent upswing in investment market performance according to InTech, with th...

INDUSTRY NEWS

ING Australia has announced changes to the investment options available on its low-cost OneAnswer platform to provide more choice and convenience to its advisers and inve...

INDUSTRY NEWS

25 per cent of Securities Institute members remain unconvinced the Australian Securities and Investments Commission’s (ASIC) recently released guidelines on fee disclosur...

INDUSTRY NEWS

The Joint Parliamentary Committee’s recommendations against disclosure of commissions by risk advisers have been branded a “disgrace” and condemned by virtually all sides...

INDUSTRY NEWS

Perpetual Trustees Australia today announced the appointment of Macquarie Funds Management head David Deverall as its replacement for outgoing managing director and chief...

INDUSTRY NEWS

There is too much focus on product branding in financial services, says Geoffrey Duguid, and not enough on services....

INDUSTRY NEWS

With the sun now peeking through on international stock markets, Ben Abbott reports on how fund managers have managed to weather the storm....

INDUSTRY NEWS

Acadian Asset Management senior vice-president Rick Barry says the market focus for the second half of 2003 will be on value stories that have potential to outperform in ...

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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 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 3 days 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 3 days ago

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

2 weeks 5 days ago