FINANCIAL PLANNING

INDUSTRY NEWS

The latest ethical investment product hit the retail and wholesale markets yesterday, with the introduction of the Westpac Australian Sustainability Share Fund....

INDUSTRY NEWS

A new research report into the burgeoning portfolio transition management business has uncovered a surprisingly large gap between the costs quoted for transitioning funds...

INDUSTRY NEWS

A former employee of the Melbourne based Lifestyle Group, John Lloyd Caust, has pleaded guilty in the Melbourne Magistrates’ court to seven charges of dishonestly using h...

INDUSTRY NEWS

Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...

INDUSTRY NEWS

Professional Investment Services (PIS) has signed 200 financial planners and life brokers in the past 12 months from more than 15 dealer groups Australia, with expansion ...

INDUSTRY NEWS

While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...

INDUSTRY NEWS

AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...

INDUSTRY NEWS

Recently departed Morningstar Research head of sales Toby Potter will shortly rejoin the industry in a sales and marketing position with the research division of financia...

INDUSTRY NEWS

The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...

INDUSTRY NEWS

The founder and executive chairman of financial services group Harts Australasia, Steve Hart, faced the Brisbane Magistrates Court charged with 11 tax-related fraud offen...

INDUSTRY NEWS

InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...

INDUSTRY NEWS

Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...

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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 3 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 4 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 1 day ago