FINANCIAL PLANNING

INDUSTRY NEWS

When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...

INDUSTRY NEWS

Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...

INDUSTRY NEWS

Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...

INDUSTRY NEWS

Salomon Smith Barney and Citicorp operations in Australia will emerge unscathed from the planned culling of 3500 jobs internationally from the Citigroup over the next yea...

INDUSTRY NEWS

Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....

INDUSTRY NEWS

Management software specialist IQMS believes it has released the first attempt by a software provider to tackle the complete compliance burden associated with the Financi...

INDUSTRY NEWS

Financial planners should look to the US for investment opportunities according to Seligman International regional director for Asia, Joseph Lam who says that market is s...

INDUSTRY NEWS

High profile industry figure Kevin Wyld has answered the knockers of the Beacon master trust he developed, by announcing the administration platform had reached $100 mill...

INDUSTRY NEWS

The Financial Planning Association (FPA) has come out in support of the Financial Services Reform Bill (FSRB) in the wake of criticism of it by a Parliamentary Joint Stat...

INDUSTRY NEWS

The US economy will avoid recession as long as consumer spending continues at the same rate, says Perennial Investment Partners co-head of global equities Scott King....

INDUSTRY NEWS

Former Tyndall Australia managing director Rod Hunwick has taken over the reigns as chairman and executive director of Deakin Financial Services, following the resignatio...

INDUSTRY NEWS

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

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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 4 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