FINANCIAL PLANNING

INDUSTRY NEWS

Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...

INDUSTRY NEWS

Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....

INDUSTRY NEWS

The Rising Star award recognises new and emerging managers....

INDUSTRY NEWS

UBS Global Asset Management has taken out the Money Management/Assirt Fund Manager of the Year award for the Australian fixed interest category beating out finalists IOOF...

INDUSTRY NEWS

The alternative asset category considered absolute return funds that employ an alternative investment strategy in the pursuit of an absolute return objective....

INDUSTRY NEWS

The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....

INDUSTRY NEWS

Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...

INDUSTRY NEWS

UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...

INDUSTRY NEWS

The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...

INDUSTRY NEWS

In the current environment, most advisers are striving to control costs, improve profit margins and lift productivity. But what targets should they strive for? Richard Ra...

INDUSTRY NEWS

Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...

INDUSTRY NEWS

Van Eyk Research has added another consultant to its agribusiness division, van Eyk Capital, with Dr Peter Dry now assisting analysis in the firm’s annual agribusiness re...

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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 ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 4 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago