FINANCIAL PLANNING

INDUSTRY NEWS

Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...

INDUSTRY NEWS

News that Australia’s funds management industry has taken a shine to ethical investment has raised a few eyebrows around the industry. ...

INDUSTRY NEWS

Continuing Tax Office crack-downs on self employed and sub contractors will have a marked impact on self employed service providers such as financial planners this financ...

INDUSTRY NEWS

One of the most well known faces in the life insurance industry, Alan Betts, has teamed up with South African life insurer Capital Alliance to launch Australia’s first ne...

INDUSTRY NEWS

County hopes to unfreeze its five suspended cash trusts by the end of August....

INDUSTRY NEWS

Financial internet software provider Presence Online is to expand its operations overseas following a $7.5 million venture capital deal with Deutsche Asset Management....

INDUSTRY NEWS

Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....

INDUSTRY NEWS

Since this time last year, four dealer groups have split off from some of Australia’s most well known financial planning outfits. Jason Spits investigates the reasons beh...

INDUSTRY NEWS

Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...

INDUSTRY NEWS

A new law signed in the US is about to make electronic signatures as legally binding as their ink counterparts. Stephen Langsford discusses the repercussions of this hist...

INDUSTRY NEWS

BT Funds Management’s corporate superannuation master trust business has almost doubled funds under management over the past year, with $700 million under management at t...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

4 days 20 hours ago