FINANCIAL PLANNING

INDUSTRY NEWS

A combination of skills is needed to handle international investments for the best returns Michael Gordon responds to a recent article arguing that large and small manage...

INDUSTRY NEWS

The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...

INDUSTRY NEWS

The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....

INDUSTRY NEWS

Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...

INDUSTRY NEWS

Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...

INDUSTRY NEWS

Deutsche Bank has sold off its Australian margin lending business to the St George Bank in the face of mounting competition in an increasingly crowded margin lending mark...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) today released the next addition to its policy proposal papers (PPP) on licensing and administrative issues of...

INDUSTRY NEWS

Australian shares look likely to maintain their status as an investor “safe haven” compared with other share markets, a panel of the financial services industry’s top chi...

INDUSTRY NEWS

ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...

INDUSTRY NEWS

The Financial Planning Association (FPA) has lent its support to improvements made to complying income streams legislation....

INDUSTRY NEWS

TD Waterhouse Investor Services, the online financial services division of TD Waterhouse Group has restructured its senior management with the local face of the group Ian...

INDUSTRY NEWS

Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....

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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