FINANCIAL PLANNING

INDUSTRY NEWS

Investors can still take part in global markets by investing in their local multinational stocks, says Merrill Lynch Investment Managers head of investment strategy and r...

INDUSTRY NEWS

AMP confirmed this morning that Stan Wallis will be the permanent chairman of AMP after be-ing in a caretaker role at the financial services giant for the past four month...

INDUSTRY NEWS

BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....

INDUSTRY NEWS

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

INDUSTRY NEWS

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

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

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

INDUSTRY NEWS

The amount of money flowing into margin lending products over the next three years will continue to grown quickly, according to BT Margin Lending senior vice president Gl...

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

Sage Global Fund has launched a venture capital vehicle for ethical investments in biotechnol-ogy and agriculture....

INDUSTRY NEWS

BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...

INDUSTRY NEWS

Guild Commercial, the commercial arm of the Pharmacy Guild of Australia, is to change its name reflect the group’s financial service activities....

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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 2 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 4 hours ago