FINANCIAL PLANNING

INDUSTRY NEWS

Netwealth investments is to makie its first move into the adviser market by offering affiliated financial planners their own Web sites....

INDUSTRY NEWS

Challenger has finally rolled out the Galaxy master trust after announcing its intention to offer the group’s second master trust offering in November last year....

INDUSTRY NEWS

Count is to launch its second dealer group, Compound Investments, at this year’s Financial Planning Association conference in Brisbane in November....

INDUSTRY NEWS

Boutique small cap equity manager Paradice Cooper Investors (PCI) has poached two investment managers from rival investment groups as part of its plan to push into the la...

INDUSTRY NEWS

The introduction date of the Financial Services Reform Bill (FSRB) could be rescheduled despite successfully passing through the Senate yesterday after some last minute p...

INDUSTRY NEWS

AMP’s financial services division’s profits have surged in the six months to the end of June while the rest of the company’s profits are down on last year’s result....

INDUSTRY NEWS

The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned a BNP Paribas telecommunications analyst from acting as a representative of a securities dealer for...

INDUSTRY NEWS

Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....

INDUSTRY NEWS

JB Were Investment Management has been a victim of its own success, electing to close its small caps fund to retail and wholesale investors to protect its returns....

INDUSTRY NEWS

Sealcorp has won the contract to supply the master trust platform to accounting and financial planning consolidator Stockford....

INDUSTRY NEWS

Associated Planners (AP) has signed a joint venture deal with South Australian credit union Power State Financial Services (PSFS) to offer a range of financial services i...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 3 days ago

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

3 weeks 2 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 3 days ago