FINANCIAL PLANNING

INDUSTRY NEWS

PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...

INDUSTRY NEWS

The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

INDUSTRY NEWS

Lumley Life will become a fully owned Australian entity by the end of the month after Wesfarmers, one of Australia’s largest public companies, revealed it will conclude t...

INDUSTRY NEWS

MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...

INDUSTRY NEWS

Research house Morningstar will expose what a fund really owns at stock level, rather than what the fund’s name or style label suggests with the release, at the end of th...

INDUSTRY NEWS

The Association of Independently Owned Financial Planners (AIOFP) has signed a deal to take up Asgard’s e-wrap to sit alongside the association’s existing Personal Choice...

INDUSTRY NEWS

Financial services group OFM Investment today announced that Sterling Grace Corporation, a New York-based investment fund specialising in the financial services sector ha...

INDUSTRY NEWS

Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...

INDUSTRY NEWS

Listed financial planning group Snowball has announced a capital raising it says will enable the company to move more quickly towards becoming a profitable entity....

INDUSTRY NEWS

The Australian Securities and Investments Commission will seek indirect influence in regulating real estate ‘get-rich-quick’ schemes when it releases findings from an ind...

INDUSTRY NEWS

Tower Asset Management has dropped its growth style Australian shares product, moving instead to an internally managed, style neutral, multi-manager offering....

INDUSTRY NEWS

Three consecutive months of positive returns for the Australian and international share sectors have given growth orientated funds some hope for a positive 2002/03 financ...

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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 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

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

4 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 ...

2 weeks 6 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...

2 weeks 5 days ago