FINANCIAL PLANNING

INDUSTRY NEWS

The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...

INDUSTRY NEWS

JB Were’s low cost structure has pushed its cash management trust (CMT) to the top of the performance tables in the CMT market....

INDUSTRY NEWS

BT Financial Group has sold its registries division to Australia’s largest provider of share registration services Computershare....

INDUSTRY NEWS

A group of 10 accounting and financial planning firms have teamed together to create a new planning group, Investment Taxation Services (ITS)....

INDUSTRY NEWS

Ex-PriceWaterhouseCoopers partner Tony Rumble and ex-ING strategist Tony Negline have teamed up to start up research venture, Savings Factory....

INDUSTRY NEWS

County Investment Management has been forced to close its Enhanced Cash Trust (ECT), after suffering liquidity problems about a year ago....

INDUSTRY NEWS

The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....

INDUSTRY NEWS

Harts subsidiary Cardinal Financial Services has vowed to fight the Australian Securities and Investments Commission (ASIC) over its decision to revoke its dealers licenc...

INDUSTRY NEWS

The Financial Planning Association (FPA) has expressed disappointment at the rejection of the Choice of Fund Bill in the Senate on Wednesday....

INDUSTRY NEWS

Deutsche Asset Management (DAM) has restructured its global bond team to integrate its fixed income process across its branch offices....

INDUSTRY NEWS

China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...

INDUSTRY NEWS

Financial planning group Harts Australasia has taken another hit after a subsidiary of the group had its dealers licence revoked by the Australian Securities and Investme...

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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 4 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