FINANCIAL PLANNING

INDUSTRY NEWS

Combined retail managed funds in Australia totaled more than a quarter of a trillion dollars ($257.3 billion) as of March 31, which was an increase of 12 per cent over th...

INDUSTRY NEWS

It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....

INDUSTRY NEWS

The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...

INDUSTRY NEWS

New Zealand's largest fund manager, AMP Henderson Global Investors, has revamped its investment operations structure and personnel which has resulted in its local equity ...

INDUSTRY NEWS

A major shakeup of the Commonwealth Bank group in New Zealand sees Sovereign taking over the marketing of Colonial First State Investment's (CFSI) retail funds, with the ...

INDUSTRY NEWS

The new group will be known as The Ethical Investment Company of Australia and be based on the UK based Ethical Investment Co-operative and headed by founder and direct...

INDUSTRY NEWS

Corporate watchdog David Knott has stood down from his post on the board of the Australian Prudential Regulation Authority (APRA) in the wake of the collapse of HIH Insur...

INDUSTRY NEWS

Solicitors’ mortgage schemes once again feel the heat in response to rising losses from several schemes in Tasmania which have been estimated to have lost up to $20 milli...

INDUSTRY NEWS

Standard and Poors (S&P) have confirmed that the group will move into rating managed funds later this year, with equity funds the first to fall under the spotlight....

INDUSTRY NEWS

Fresh off the back of the alienation of personal services income legislation and the Financial Services Reform Bill (FSRB), the financial services industry has another le...

INDUSTRY NEWS

For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....

INDUSTRY NEWS

Whispers within the financial services industry seem to suggest that financial planners have something to fear as the financial year ends. However, Kate Kachor discovers ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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