FINANCIAL PLANNING

INDUSTRY NEWS

Permanent has launched a new fund, the Permanent Bond Fund which it has packaged with two existing funds in a suite called the Family of Funds....

INDUSTRY NEWS

A UK-based financial planning group specialising in ethical investment is to launch its Australian operations doors in Melbourne this week. ...

INDUSTRY NEWS

Financial Planning Association (FPA) chairman John Hewison has blasted the Federal Government and the Australian Tax Office (ATO) over their stance on alienation of perso...

INDUSTRY NEWS

William M Mercer has badged the Asgard master trust for use by its 50 financial planners....

INDUSTRY NEWS

Sealcorp is about to add a share trading facility for financial planners to the Asgard master trust....

INDUSTRY NEWS

A drop in US consumer spending and the unravelling of the Argentine economy are the two black clouds on the global economy for the remainder of this year....

INDUSTRY NEWS

The Prudential Insurance Company of America will change its name following a move by the group to push further into the financial services marketplace....

INDUSTRY NEWS

Finding the category and overall winners of the Fund Manager of the Year is no easy task and takes many hours of examining data, some of which stretches back over three y...

INDUSTRY NEWS

The managed funds and master trusts industry could save up to $700 million per year if it adopted an information exchange, which would provide standardised electronic dat...

INDUSTRY NEWS

ObjectMastery is looking at expanding into Asia with its Transact wrap service, according to general manager Ian Craig....

INDUSTRY NEWS

UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....

INDUSTRY NEWS

Despite its best efforts, the baby boom generation is growing old. The implications are dramatic. The largest group of people in history is moving into the traditional re...

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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 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 15 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
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