FINANCIAL PLANNING

INDUSTRY NEWS

HSBC Asset Management Australia has expanded its retail unit trust range to include an Australian Small Companies Fund, following demand from the group’s existing retail ...

INDUSTRY NEWS

One of the largest independently owned dealer groups in Australia, Count Financial, has flagged a 25 per cent drop in its operating profit for the first half of this fina...

INDUSTRY NEWS

Well known financial services figure and previous head of research at Bridges, Dominic McCormick has signed up with advisory group Snowball, as an investment consultant....

INDUSTRY NEWS

Paul Lahiff is a man with rollback on his mind, and it has nothing to do with the GST....

INDUSTRY NEWS

Norwich Union claims it has the best master trusts in the Australian market, after a survey by Business Owner Research found that 17 per cent of dealer groups voted Norwi...

INDUSTRY NEWS

This year will see interest rates remain steady, the All Ordinaries register a modest gain and a stock focus on small caps, according to Perpetual Investments....

INDUSTRY NEWS

Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...

INDUSTRY NEWS

Fund managers and other providers of financial services may be forced to review all the advertising of their products after the Australian Securities and Investments Comm...

INDUSTRY NEWS

The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....

INDUSTRY NEWS

MLC will use intermediaries to distribute MLC Corporate Solutions rather than going direct to market as it has done in the past....

INDUSTRY NEWS

UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...

INDUSTRY NEWS

Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...

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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 6 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...

4 weeks ago

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

2 weeks 4 days ago