FINANCIAL PLANNING

INDUSTRY NEWS

Half of those working within the financial planning industry believe there is a crisis of investor confidence in the sector, according to a Securities Institute survey....

INDUSTRY NEWS

The Treasury Group has linked up with the former chief investment officer at Credit Suisse Asset Management, Tim Ryan, to set up a new boutique funds management house....

INDUSTRY NEWS

Centrestone Wealth Management, the business created by Robert Keavney, Malcolm Turnbull and Michael Pillemer, has made its first purchase of planners bringing onboard Kei...

INDUSTRY NEWS

AM Corporation’s Boutique Australian Equities Fund has been restructured after Wallara Asset Management and Contango Asset Management were terminated....

INDUSTRY NEWS

The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...

INDUSTRY NEWS

The announcement that Barry Henderson will step away form his role as senior portfolio manager with the Colonial First State (CFS) Future Leaders Fund has resulted in fou...

INDUSTRY NEWS

Tower Limited has abandoned plans to sell its personal and corporate trustee businesses in Australia and New Zealand and plans to use them as part of a growth strategy, c...

INDUSTRY NEWS

AMP has today flagged a possible $1.2 billion writedown of its troubled United Kingdom Financial Services (UKFS) and AMP International businesses....

INDUSTRY NEWS

The AXA owned Summit master trust has adjusted its investment manager weightings and launched a suite of new products and services....

INDUSTRY NEWS

The deal between IWL and Sanford was cemented further yesterday with the former increasing its stake in the latter to just under 20 per cent....

INDUSTRY NEWS

An industry veteran, Tom Collins’ influence in financial services has grown through sheer weight of experience....

INDUSTRY NEWS

Richard Gilbert has a reputation as a highly political animal, a man who revels in the political process of public policy....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

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

2 weeks ago