FINANCIAL PLANNING

INDUSTRY NEWS

BT Funds Management chief executive Ian Martin has beaten a high profile field of candidates for the Best Millennium Fund Management Award by Australian Banking & Finance...

INDUSTRY NEWS

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

INDUSTRY NEWS

Fiducian Portfolio Services has restructured its senior executive team following its recent listing on the ASX....

INDUSTRY NEWS

The Colonial brand is set to disappear from the New Zealand financial services landscape....

INDUSTRY NEWS

A strong recovery in hotel property helped the listed property trust sector outper-form equity markets in the three months to September 30....

INDUSTRY NEWS

US fund managers have taken advantage of laws allowing them to sell funds over the Internet using electronic signatures....

INDUSTRY NEWS

Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...

INDUSTRY NEWS

Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....

INDUSTRY NEWS

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INDUSTRY NEWS

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

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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