FINANCIAL PLANNING

INDUSTRY NEWS

New Zealand managed fund research house IPAC Securities has been bought out by its management team, headed by David van Schaardenburg and changed its name to FundSource....

INDUSTRY NEWS

Further public hearings into the draft Financial Services Reform Bill (FSRB) have been scheduled for next month, following the initial round in late April....

INDUSTRY NEWS

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

INDUSTRY NEWS

Aberdeen Asset Management is considering selling its 50 per cent stake in financial planning and superannuation group Chifley Financial Services as it beds down its acqui...

INDUSTRY NEWS

Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....

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

The job outlook in the financial services industry has followed the negative trends of overall job market, according to the latest job index figures compiled by TMP world...

INDUSTRY NEWS

Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....

INDUSTRY NEWS

A suite of US index funds launched into the Australian retail managed fund market today and may widen the gateway to overseas diversification and could raise the populari...

INDUSTRY NEWS

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

INDUSTRY NEWS

Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....

INDUSTRY NEWS

Venture capital has attracted significant investor attention and stands to become a viable alternative asset class as inflows continue according to venture capital firm A...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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....

6 days 16 hours 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 4 days ago
moneymanagement logo