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...
It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....
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...
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 ...
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 ...
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...
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...
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...
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....
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...
For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....
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 ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...