FINANCIAL PLANNING

INDUSTRY NEWS

The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher....

INDUSTRY NEWS

HSBC Asset Management has signalled its intent to make further inroads into the international funds market with the launch of three new regionally based funds....

INDUSTRY NEWS

Merrill Lynch is launching an onslaught into the Australian retail market with the launch of eight new products this month and the trebling of its sales team....

INDUSTRY NEWS

The banks have responded quickly to the RBA’s reduction of the cash interest rate by a further quarter of a per cent to 5.5 per cent....

INDUSTRY NEWS

International shares had a tough run in February, thanks to continued downturns on the Nasdaq and European markets....

INDUSTRY NEWS

Fiducian Portfolio Services has released its first half-yearly report as a listed company, recording a half yearly profit of more than half a million dollars....

INDUSTRY NEWS

ANZ has outsourced its Australian equities investment management to Allianz Asset Management....

INDUSTRY NEWS

Norwich Union has offloaded its funeral plan business to Lifeplan Australia Friendly Society....

INDUSTRY NEWS

Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...

INDUSTRY NEWS

Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....

INDUSTRY NEWS

Former IOOF general manager Barry Sheehan is to take the wheel at HSBC Asset Management (Australia), replacing Robert DeHart who is retiring....

INDUSTRY NEWS

Accountability and recruiting the best possible staff are crucial for planning practices that are building a planning business, according to Strategic Consulting and Trai...

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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....

5 days 12 hours ago

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

2 weeks 5 days ago

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

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