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FINANCIAL PLANNING
INDUSTRY NEWS
Ethical fund returns have had a rough six months competing in an environment of considerable sharemarket volatility, according to research undertaken by Lonsdale Securiti...
INDUSTRY NEWS
Suncorp Metway has launched a new online margin lending service allowing retail investors to borrow up to 70 per cent of the market value of their portfolio from their de...
INDUSTRY NEWS
Norwich Union Life is looking at organic growth for its life operations rather than making a string of acquisitions, the group’s managing director Alan Griffiths has anno...
INDUSTRY NEWS
Beacon Financial Services has become the latest investment management business to suffer in the wake of a slowing economy and the September 11 tragedy in the US, announci...
INDUSTRY NEWS
A dearth in the willingness of fund managers to engage in fee based competition has placed a dampener on efforts to reduce investment fees over the last six months, accor...
INDUSTRY NEWS
Financial services training group the Australian Institute of Financial Services (AIFS) has been bought by business publisher and information group CCH Australia (CCH) fo...
INDUSTRY NEWS
Challenger has opened its Australian share fund to retail investor in an attempt to capitalise on the success of its top ranking Australian equities team....
INDUSTRY NEWS
JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....
INDUSTRY NEWS
Associated planners appears set to embark on a committed program of acquisitions following its purchase of a 50 per cent stake in the Queensland based <hl href="http://ww...
INDUSTRY NEWS
An ex-financial adviser with Colonial Financial Services has been permanently banned from acting as a representative of a securities dealer for depositing clients’ funds ...
INDUSTRY NEWS
The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...
INDUSTRY NEWS
IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...