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FINANCIAL PLANNING
INDUSTRY NEWS
Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...
INDUSTRY NEWS
Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....
INDUSTRY NEWS
Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...
INDUSTRY NEWS
MLC has outlined a number of changes to its Flexiplan investment platform including renaming it to MasterKey Custom, changing the fee structure, expanding the investment ...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has charged another executive in relation to the failed multi-level investment scheme, the Wattle Group, that ...
INDUSTRY NEWS
The insurance industry’s high professional indemnity (PI) premium levels are here to stay, with an estimate of at least 12 months before insurance companies are able to l...
INDUSTRY NEWS
Shadow minister for retirement incomes and savings, Senator Nick Sherry, has pointed to figures released last week by the Australian Prudential Regulation Authority on su...
INDUSTRY NEWS
The St George Banking Group has moved swiftly to allay any fears fund managers may have about the role and place of Assirt Research in the group, saying the ratings proce...
INDUSTRY NEWS
UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...
INDUSTRY NEWS
Mentor Australia Financial Planning will revamp its planner remuneration model as the group gets ready to expand its Sydney presence and make a number of acquisitions in ...
INDUSTRY NEWS
The Garrisons financial planning groups and the Synergy master trust businesses will be split and run separately as the result of ongoing restructuring occurring within t...
INDUSTRY NEWS
Financial services education provider Integratec has passed the first-ever candidate to take the Advanced Diploma of Financial Services (Financial Planning) course, the n...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...