FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has revised its schedule for releasing documentation relevant to the Financial Services Reform Bill (FSRB) now...

INDUSTRY NEWS

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

INDUSTRY NEWS

The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...

INDUSTRY NEWS

Fierce competition has not stopped advisers in the US from sometimes pooling their talents, and even resources, in search of new and potentially profitable synergies....

INDUSTRY NEWS

Wealth seminar operators are threatening the advice given by financial planners and making it difficult to provide advice in the future, Ipac director and financial plann...

INDUSTRY NEWS

Telecommunications giant Telstra has pulled the plug on proposed financial services offerings that have been under development for several years....

INDUSTRY NEWS

The first managed fund to begin operating in the massive Chinese market will open to business tomorrow, starting a new experiment in investing for the Eastern giant....

INDUSTRY NEWS

Online financial services group InvestorWeb will purchase up to 10 per cent of its own company shares as part of a buy-back program approved by its board yesterday....

INDUSTRY NEWS

Barclays Global Investors (BGI) has added four new index funds to its books, in response to demands from the group’s master fund and dealer group clients....

INDUSTRY NEWS

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

INDUSTRY NEWS

Two of Australia’s financial services consolidators are buckling under investor pressure to explain company forecasts, following the loss of millions of dollars which hav...

INDUSTRY NEWS

HSBC Asset Management Australia has undergone a change of the guard with Paul Kasian moving into the chief investment officer (CIO) position, following the resignation of...

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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....

2 weeks 1 day ago

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

2 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks ago