FINANCIAL PLANNING

INDUSTRY NEWS

Ausbil Dexia has been awarded another mandate on top of the one it won from AM Corporation less than two weeks ago....

INDUSTRY NEWS

Advisers and investors risked falling into the trap of applying the returns of the last few years into the future according to Frank Russell director of portfolio researc...

INDUSTRY NEWS

The rapid globalisation of the Australian funds management market continues un-abated, this time with the launch of ING funds by Mercantile Mutual....

INDUSTRY NEWS

AXA Asia Pacific Holdings and Alliance Capital Management have signed an agreement to merge investment operations in Australia and New Zealand....

INDUSTRY NEWS

Former Colonial marketing manager Marc Mengler is to become the new managing director of Norwich Union’s Navigator....

INDUSTRY NEWS

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

INDUSTRY NEWS

Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....

INDUSTRY NEWS

It is understood fund manager Equitilink is about to announce the sale of the business to Aberdeen Asset Management....

INDUSTRY NEWS

A new body for New Zealand investment professionals has been formed with the aim of supporting high ethical standards in the investment management industry....

INDUSTRY NEWS

The long heralded choice of funds in superannuation is close to being signed off by the Demo-crats and Government, according to the assistant treasurer Rod Kemp....

INDUSTRY NEWS

The long heralded choice of funds in superannuation is close to being signed off by the Democ-rats and Government according to the assistant treasurer Rod Kemp....

INDUSTRY NEWS

The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago