FINANCIAL PLANNING

INDUSTRY NEWS

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....

INDUSTRY NEWS

Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...

INDUSTRY NEWS

Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...

INDUSTRY NEWS

Agribusiness group Integrated Tree Cropping (ITC) has moved to reassure investors in its managed investments schemes that its timber projects will be unaffected due to re...

INDUSTRY NEWS

AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...

INDUSTRY NEWS

Count Financial Services managing director Barry Lambert has strenuously denied claims the group operated without professional indemnity (PI) insurance cover after a numb...

INDUSTRY NEWS

Commonwealth Bank (CBA) head of financial planning Geoff Austin will be replaced this week after two years at the helm of the group’s advisory business....

INDUSTRY NEWS

The big four banks are failing to attract top funds management inflows in the current climate, according to Assirt, due to a trend towards sector specialists and the fall...

INDUSTRY NEWS

Former Sagitta Wealth Management head of Australian equities Andrew Brown has resolved his legal dispute with Westpac Banking Corporation with an undisclosed out of court...

INDUSTRY NEWS

Morningstar and actuarial and research firm, Plan For Life, have combined to generate what they are claiming to be a more complete picture of the retail funds sector....

INDUSTRY NEWS

Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....

INDUSTRY NEWS

While international managers may have performed poorly over the past three years the choice of managers could have reduced some of the losses according to Mercer Investme...

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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 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 1 day 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 ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago