FINANCIAL PLANNING

INDUSTRY NEWS

Macquarie Bank will roll out a new closed end hedge fund product to retail investors providing it can receive the thumbs up from the Australian Tax Office (ATO)....

INDUSTRY NEWS

Measurements of economic performance have been distorted and will continue to do so for the next few months according to Rothschild Australian equities associate director...

INDUSTRY NEWS

The explosion of ethical funds has come at a time of increasing interest and the search for new sectors in which to invest. Mark Watmore examines the growth of this marke...

INDUSTRY NEWS

The New York Stock Exchange will run a pilot program this year to test a global stock exchange, comprising ten of the world’s leading markets, including Australia. This G...

INDUSTRY NEWS

Nearly half of Macquarie Financial Services’ 80 marketing and sales staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and ...

INDUSTRY NEWS

Nearly half of Macquarie Financial Services’ 80 staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and marketing functions....

INDUSTRY NEWS

Bridges Financial Services has signed up more than 115 credit unions to an exclusive five year deal to provide financial planning services to members....

INDUSTRY NEWS

Wattle Group investment scheme founder Geoffrey Robert Dexter has received a 10-year jail sentence for his part in the investment scam that rocked the investment industry...

INDUSTRY NEWS

Forrestry investment company ITC has confirmed it is negotiating a merger with Yates Ltd and expects to make an announcement shortly to advisers and investors....

INDUSTRY NEWS

It is a dealer principle’s worst nightmare. A licence revoke and 39 proper authority holders across 29 offices shut down from daily operations. Last week, securities dea...

INDUSTRY NEWS

The Commonwealth Bank will wrap up the integration of the Colonial State Bank planners in two weeks, combining the two planning forces into one with a total planning forc...

INDUSTRY NEWS

Planners who consider using a wrap account to service clients should not promote the service itself but rather the benefits that it provides for clients according to Macq...

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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....

2 weeks 6 days 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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