FINANCIAL PLANNING

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...

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...

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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 4 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