FINANCIAL PLANNING

INDUSTRY NEWS

Credit Suisse Asset Management has rolled out two new funds aimed at attracting investors seeking higher returns in the technology end of the investment market....

INDUSTRY NEWS

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break travelling around the country with his wife....

INDUSTRY NEWS

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

INDUSTRY NEWS

Portfolio Partners is to incorporate locally sourced hybrid fixed interest products in its Premier Fixed Interest trust launched today....

INDUSTRY NEWS

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

INDUSTRY NEWS

Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...

INDUSTRY NEWS

The poor run of the Australian dollar has been a saving grace for investors in over-seas share funds, with the falling dollar balancing a 5.4 per cent drop in the MSCI wo...

INDUSTRY NEWS

There are now more than 36,000 Certified Financial Planners operating in the US, with about 1,000 new members joining the elite financial planning club this year....

INDUSTRY NEWS

Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released a policy proposal paper seeking comment to remove barriers to fully electronic dis-tribution of l...

INDUSTRY NEWS

The Minister for Financial Services and Regulation Joe Hockey has confirmed that the Government will not be able to roll out the Financial Services Reform Bill by its due...

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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....

6 days 16 hours 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 ago

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

1 week 4 days ago