FINANCIAL PLANNING

INDUSTRY NEWS

70 per cent of Australian workers will receive a positive return on their superannuation funds for the 2002/03 financial year according to the Association of Superannuati...

INDUSTRY NEWS

The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...

INDUSTRY NEWS

Count Wealth Accountants has rejoined the Financial Planning Association (FPA) as a principal member after having withdrawn its membership five years ago....

INDUSTRY NEWS

We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....

INDUSTRY NEWS

Financial planning group Ipac Securities has increased its stable with the integration of two new groups in regional areas of New South Wales (NSW) and Victoria....

INDUSTRY NEWS

The distinction between value and growth fund managers has blurred in the domestic market and investors are now reluctant to pay a premium for future growth as their appe...

INDUSTRY NEWS

Recently departed chief operating officer of Tower, Ken Boag, has resurfaced after taking on a new role as chief executive officer at Sydney-based financial services grou...

INDUSTRY NEWS

The assets of worldwide managed funds have experienced a flat 2003 first quarter, with net assets declining marginally from their level at the end of 2002 by 0.06 per cen...

INDUSTRY NEWS

InTech and BT Financial Group’s multi-manager alliance has been given an encouraging first ever rating by InvestorWeb Research despite a below median performance over the...

INDUSTRY NEWS

The ongoing deal to recapitalise the Tower group has hit further turbulence with the New Zealand-based Hanover Group criticising the role of the Guinness Peat Group (GPG)...

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...

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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 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 5 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 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...

2 weeks 3 days ago