FINANCIAL PLANNING

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...

INDUSTRY NEWS

First Foundation Developments and its senior employees will have $1.8 million assets frozen for running an alleged unregistered managed investment scheme....

INDUSTRY NEWS

Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....

INDUSTRY NEWS

A former company executive has been sentenced to a 12 month jail term, after pleading guilty to six charges laid by the Australian Securities and Investments Commission (...

INDUSTRY NEWS

The Australian Prudential Regulation Authority (APRA) will be undertaking a significant review of AMP’s proposal to de-merge its operations in Australia and the UK prior ...

INDUSTRY NEWS

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

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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