FINANCIAL PLANNING

INDUSTRY NEWS

Influential funds management researcher Stephen van Eyk has placed his weight behind smaller boutique fund managers, urging investors to consider boutique managers as opp...

INDUSTRY NEWS

Perpetual Investments has today unveiled a specialist Australian shares fund and a series of new multi-manager funds as part of a bid to boost the options available for a...

INDUSTRY NEWS

The Commonwealth Bank has brought in Scott Riedel from Citibank in Geneva, to head up private client services as part of the bank’s Premium Financial Services (PFS) divis...

INDUSTRY NEWS

In a bid to further boost its national financial planning presence, Garrisons has signed a strategic partnership with West Australian dealer group, Epic Asset Management....

INDUSTRY NEWS

Online financial services group Sanford has signed Perth based BankWest to its Virtual Broker Retail service, who will provide online share trading to its customers....

INDUSTRY NEWS

Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...

INDUSTRY NEWS

To capitalise on the growing appetite for ethical investments, AMP has added 15 new investment options to its corporate super master trust, CustomSuper, which includes th...

INDUSTRY NEWS

Former Merill Lynch chief economist Peter Osborne is the lastest addition to enter into Invesco Australia’s doors, and will join the group as head of economics on May 13,...

INDUSTRY NEWS

Despite crunching the numbers on managed funds, Lynne Curtis says 5Di will go beyond fund research and offer planners and clients a new take on investments. JASON SPITS r...

INDUSTRY NEWS

The Australian equities market has experienced an influx of new managers over the past few years, resulting in greater choice for investors and a more competitive market ...

INDUSTRY NEWS

International equities have experienced a massive dive in positive fund performances. KATE KACHOR looks at the reasons for bad performances and how managers are repairing...

INDUSTRY NEWS

The Financial Planning Association (FPA) has met with the Minister for Ageing, Kevin Andrews, to develop a long term approach to demographic problems arising from Austral...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

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

8 months ago

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

3 weeks 1 day ago

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

3 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks ago