FINANCIAL PLANNING

INDUSTRY NEWS

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

INDUSTRY NEWS

The IOOF Group has taken a strategic stake in Perth based dealer group Ascare Financial Services as part of its latest push to extend its planning network Australia-wide....

INDUSTRY NEWS

In line with Assirt shifting its focus from a pure research based group to offering diversified research consultancy services, former NSP Buck investment consultant gener...

INDUSTRY NEWS

Tyndall Investment management has been rewarded for adhering to its deep value style, with research house Assirt today upgrading the manager’s Australian share products f...

INDUSTRY NEWS

Zurich Financial Services has launched a new wrap account that gives the advisers and dealer groups that use it access to a rewards-based equity program....

INDUSTRY NEWS

Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...

INDUSTRY NEWS

Symetry, the portfolio administration service supplier, has signed up two more dealer groups to its master trust and wrap platform service this year as it moves to a targ...

INDUSTRY NEWS

All Standard & Poor's ASX indices will move to a ‘free float’ model from October 1 this year to reduce portfolio turnover and increase portfolio stability, it was confirm...

INDUSTRY NEWS

St George margin lending has developed a security driven Web site to help make financial planners margin lending experts and to develop their businesses....

INDUSTRY NEWS

A former adviser with Professional Investment Services has made an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) not to act as an...

INDUSTRY NEWS

AXA’s Summit master trust has broken the $3 billion funds under management barrier, after growing by one billion dollars in just 12 months....

INDUSTRY NEWS

BT’s Australian Small Companies Fund has been rated favourably by van Eyk, who notes that the fund has two prized small caps specialists at the helm in Ben Griffiths and ...

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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 3 weeks ago

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

7 months 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 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 3 days ago