FINANCIAL PLANNING

INDUSTRY NEWS

Glebe Asset Management has released a revised ethical investment charter, outlining it’s future direction in regard to socially responsible investment (SRI)....

INDUSTRY NEWS

First State Investments (UK) Ltd, the UK investment arm of Colonial First State Investments Group, has entered into an agreement that will see it directly market its own ...

INDUSTRY NEWS

The insurance arm of the Commonwealth Bank of Australia, CommInsure, has added new features to its Personal Insurance Portfolio that will allow policy holders to accumula...

INDUSTRY NEWS

Industry super funds and financial planners are not supposed to mix. But that could change if Frances Magill, the chief executive of the South Australian based Statewide ...

INDUSTRY NEWS

Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...

INDUSTRY NEWS

In a strategy aimed at beefing up its market presence, the Association of Independently owned Financial Planners (AIOFP) will seek to change parts of its membership struc...

INDUSTRY NEWS

BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....

INDUSTRY NEWS

Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...

INDUSTRY NEWS

The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....

INDUSTRY NEWS

The managing director of Frank Russell Australasia, Alan Schoenheimer has predicted a shakeout in the superannuation administration sector at the same time as announcing ...

INDUSTRY NEWS

The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...

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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 3 weeks ago

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

1 week 4 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 5 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 2 days ago