FINANCIAL PLANNING

INDUSTRY NEWS

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

INDUSTRY NEWS

Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...

INDUSTRY NEWS

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

INDUSTRY NEWS

The turnover of Australian funds management investment personnel is the underlying reason only two funds out of an initial 21 reviewed by international ratings and invest...

INDUSTRY NEWS

The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...

INDUSTRY NEWS

Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...

INDUSTRY NEWS

The agribusiness sector has raised capital of $345 million in the financial year 2002/2003, representing a 15 per cent increase on the previous year, according to a compr...

INDUSTRY NEWS

BT Financial Group and Smith Barney Citigroup Australia, after several months of combined product development, have launched what they claim is a ‘market first’ wrap tail...

INDUSTRY NEWS

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

INDUSTRY NEWS

The Federal Privacy Commissioner has released a draft ruling allowing departing dealer group advisers to take clients with them - an issue that appeared to contravene the...

INDUSTRY NEWS

More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...

INDUSTRY NEWS

A financial planner from Wollongong, New South Wales, has become the latest adviser to incur the wrath of the Australian Securities and Investments Commission....

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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 3 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 2 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 2 days ago