FINANCIAL PLANNING

INDUSTRY NEWS

Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...

INDUSTRY NEWS

The purchase of MLC by the National Australia Bank (NAB) and its intention to sell County Investment Management as announced last week has resulted in a number of key sta...

INDUSTRY NEWS

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

INDUSTRY NEWS

SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...

INDUSTRY NEWS

Lend Lease will ask shareholders to vote today on a proposal to buy back 25 per cent of the company's issued capital within 12 months, using $1.8 billion of the proceeds ...

INDUSTRY NEWS

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

INDUSTRY NEWS

Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....

INDUSTRY NEWS

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

INDUSTRY NEWS

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

INDUSTRY NEWS

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

INDUSTRY NEWS

An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 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...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

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

5 days 2 hours ago