FINANCIAL PLANNING

INDUSTRY NEWS

Challenger has continued its buying spree with the purchase of a stake of Adelaide-based David Garry Holdings....

INDUSTRY NEWS

The National Australia Bank has received a new statement of claim from Idoport, the company which already has taken the bank to court....

INDUSTRY NEWS

Perpetual Trustees will aim to keep a lid on costs in preparation for a possible downturn in the stock market....

INDUSTRY NEWS

Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...

INDUSTRY NEWS

Listed property trusts are at the start of a strong upward climb, according to Ausbil Dexia director Winston Sammut....

INDUSTRY NEWS

Internet-based training provider worldschool has bought financial services training group IntegraTec from B4Bco....

INDUSTRY NEWS

Exchange-traded funds will soon hit the Australian market, following an agreement made yesterday between Australian Stock Exchange (ASX) and international invest-ment man...

INDUSTRY NEWS

Insurance brokers must act now to implement a compliance infrastructure to meet the demands of the ASIC policy statement 161 according to Paul Harding-Davis head of the F...

INDUSTRY NEWS

Active portfolio management does not add value while index funds offer a better option according to Vanguard group director and Princeton University Professor of Economic...

INDUSTRY NEWS

PERPETUAL Investments has delayed listing two of its wholesale funds on Sovereign's AEGIS wrap account following a procedural glitch....

INDUSTRY NEWS

Chase Manhattan Bank has forked out nearly $60 billion to acquire JP Morgan in a stock swap valued....

INDUSTRY NEWS

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

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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....

5 days 4 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...

2 weeks 6 days ago

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

1 week 3 days ago