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FINANCIAL PLANNING
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....
INDUSTRY NEWS
Caroline Saunders yesterday walked from her position as head of Assirt, following the announcement of a restructure which will see the research house brought under the co...
INDUSTRY NEWS
Funds of funds received one out of every seven dollars injected into the world’s managed fund industry during 2002, an all-time high that indicates growing interest in th...
INDUSTRY NEWS
WHTM Asset Management will open its funds up to the wholesale market repackaging its retail funds and has set a target of reaching $3 billion dollars in funds under manag...
INDUSTRY NEWS
Macquarie Portfolio Services will launch its own version of a low cost platform in August which will offer minimum investment levels of only $2000 to access the platform....
INDUSTRY NEWS
Many financial planning clients have seen nothing but capital losses on their investments this year. Lisa Bowman investigates how those losses can be offset against capit...
INDUSTRY NEWS
Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
INDUSTRY NEWS
Has the death knell sounded for tax-friendly agricultural investment schemes? John Wilkinson reports....
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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...