FINANCIAL PLANNING

INDUSTRY NEWS

Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...

INDUSTRY NEWS

Colonial First State is preparing to launch a new master trust platform for both the Colonial and Commonwealth Bank businesses as part of what appears to be a newfound ma...

INDUSTRY NEWS

Australia’s financial services industry is poised for further rationalisation as Suncorp Metway goes on the acquisition trail....

INDUSTRY NEWS

Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...

INDUSTRY NEWS

Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...

INDUSTRY NEWS

Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...

INDUSTRY NEWS

Sealcorp head Ian Knox will take on the role of head of investment services with St George Bank after investment services group executive Richard Cawsey announced his dep...

INDUSTRY NEWS

The Strategist Group is looking to immediately enlist another 30 financial planning or accounting groups to its network of self-managed super fund (SMSF) specialists, the...

INDUSTRY NEWS

Investors have been forced to ride the growth/value seesaw in recent years, as the fortunes of the two styles of managers have fluctuated wildly. GEORGE LIONDIS looks at ...

INDUSTRY NEWS

A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....

INDUSTRY NEWS

After a turbulent period battling the Australian Taxation Office, agribusiness investments are settling down for the long haul. JOHN WILKINSON discovers there are still s...

INDUSTRY NEWS

Are you one of the 54 per cent of financial planners that do not have a structured financial plan?...

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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 ...

5 months 4 weeks 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 ago

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

3 weeks 5 days ago

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

3 weeks 6 days ago