FINANCIAL PLANNING

INDUSTRY NEWS

Substantial changes in market conditions and large losses within the Sanford Limited camp has put a dampener on future expectations for the group, according to chairman C...

INDUSTRY NEWS

Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....

INDUSTRY NEWS

A former Canberra based investment adviser has pleaded guilty to 13 charges of knowingly acting in contravention of the Corporations Act by offering his clients interests...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has capped off a busy year with the announcement that it has banned 30 advisers and jailed 25 people it descri...

INDUSTRY NEWS

Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...

INDUSTRY NEWS

Morningstar has today hit back at a report by asset consulting group Frank Russell which questioned the value of the research house’s ratings model for managed funds....

INDUSTRY NEWS

Accounting and financial services group Stockford has announced a three point strategic plan in an attempt to put a troubling 12 months behind it and reach its earnings f...

INDUSTRY NEWS

ING Australia’s small cap equity team has been poached by BT, marking yet another blow to ING’s track record in retaining senior staff....

INDUSTRY NEWS

Morningstar Inc, the Chicago based parent of Morningstar Research, has confirmed that it will not be pursuing legal action against the Frank Russell Company over a report...

INDUSTRY NEWS

Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...

INDUSTRY NEWS

Colonial First State Investments has introduced a nil-entry-fee pricing structure for its investment products, giving investors the option to pay no up front application ...

INDUSTRY NEWS

Hunter Hall has been given at least one thumb up by Assirt which has judged the ethical boutique fund manager as “competent” overall, awarding four stars to Hunter Hall’s...

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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 2 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 4 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...

3 weeks 5 days ago

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

2 weeks 2 days ago