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FINANCIAL PLANNING
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...
INDUSTRY NEWS
Sanford Securities appears to have lost its battle to stave off attempts by IWL in taking a majority stake in the group after the latter’s stated its holding had risen to...
INDUSTRY NEWS
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
INDUSTRY NEWS
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
INDUSTRY NEWS
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
INDUSTRY NEWS
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
INDUSTRY NEWS
The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...
INDUSTRY NEWS
The concerns raised by the Australian Prudential Regulation Authority (APRA) about the use of hedge funds in superannuation could just as easily be levelled at traditiona...
INDUSTRY NEWS
For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...
INDUSTRY NEWS
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
INDUSTRY NEWS
Asgard and Macquarie Wrap have made big pushes for new business announcing boosted payments to advisers for writing new business into the investment platforms....
INDUSTRY NEWS
The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...
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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...