FINANCIAL PLANNING

INDUSTRY NEWS

Investors and their advisers should not be lured into capital guaranteed investment options by the continuing uncertainty pervading economies around the world....

INDUSTRY NEWS

The business management and operating capability of Absolute Capital Limited (ACL) has been assessed as “competent” by research house Assirt....

INDUSTRY NEWS

AMP says that it has replaced share options for its executives with a new ‘Performance Rights’ program which delivers a pre-determined number of AMP shares in three years...

INDUSTRY NEWS

Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...

INDUSTRY NEWS

FUNDS under management in the socially responsible investment (SRI) sector have grown by 32 per cent from $10.5 billion to $13.9 billion over the past year, according to ...

INDUSTRY NEWS

THE Merrill Lynch Investment Management group commands more loyalty from its customers than all other fund managers, even though it accounts for less than one per cent of...

INDUSTRY NEWS

FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...

INDUSTRY NEWS

NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...

INDUSTRY NEWS

AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...

INDUSTRY NEWS

AMP’s newly minted CEO, Andrew Mohl, has claimed the financial services giant is not looking to exit the UK market following concerns the group’s UK based Pearl operation...

INDUSTRY NEWS

Macquarie Equities has signed a co-operation agreement with Asian brokerage firm CLSA Emerging Markets which aims to provide global clients with financial services in the...

INDUSTRY NEWS

Perpetual Trustee and the James Fielding Group have signed a joint venture to form a new funds management outfit focused on the listed property securities market....

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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 3 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 5 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 6 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 3 days ago