FINANCIAL PLANNING

INDUSTRY NEWS

Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...

INDUSTRY NEWS

The financial services job market has climbed out of its low and begun a renewed ascent, but employment opportunities in financial services remain well below 2001 peak le...

INDUSTRY NEWS

Listed financial services group, Terrain Securities Pty Ltd (TSPL), has signed a heads of agreement deal to merge with Mortimer and Chua (M&C), an Australian based stockb...

INDUSTRY NEWS

Financial planners are unhappy with the service they receive from financial service providers, notably in areas of staff helpfulness and underwriting new business, a rece...

INDUSTRY NEWS

Macquarie’s wrap service has hit the $2.7 billion mark three months ahead of time, after being in operation for only 27 months....

INDUSTRY NEWS

Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....

INDUSTRY NEWS

Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...

INDUSTRY NEWS

The ING Group has brought the relationship between its advisory channels and direct banking business closer today after it made its flagship savings account, the Savings ...

INDUSTRY NEWS

Financial planners should take-on estate agents for a slice of the direct property investment market, says a new report by Property Investment Research (PIR)....

INDUSTRY NEWS

A former ABN AMRO Morgans proper authority holder is the latest financial adviser to be permanently banned by the Australian Securities and Investments Commission (ASIC)....

INDUSTRY NEWS

AMP is considering a make-over or even a sale for its investment administration business, Cogent....

INDUSTRY NEWS

A recent survey by financial services software specialist Esprit Information Technology has found technology is not always a solution for many financial services industry...

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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....

2 weeks 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...

4 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....

2 weeks 5 days ago