FINANCIAL PLANNING

INDUSTRY NEWS

IOOF is selling its St Kilda headquarters building to release capital for further expansion of its fund management business, says group managing director Robert Turner....

INDUSTRY NEWS

What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?...

INDUSTRY NEWS

Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....

INDUSTRY NEWS

One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...

INDUSTRY NEWS

Commonwealth Bank will officially takeover Colonial on June 13 and a shake-up of senior Colonial management is expected the following day....

INDUSTRY NEWS

It has been said that a long time sitting in front of clients telling them what to do with their money can do funny things to your mind. Nick Bruining explores the more s...

INDUSTRY NEWS

Dear Sir, I am writing in reply to the Point of View article titled “The Aussie Super Pension Scandal” (Money Management, May 11). ...

INDUSTRY NEWS

The structure of private banking groups, the new wealth and the relationships with clients have emerged as the headline issue of the recent AiC Private Banking con-ferenc...

INDUSTRY NEWS

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

INDUSTRY NEWS

With Commonwealth descending on Colonial from a great height, one big concern has been the axing of State Bank branches....

INDUSTRY NEWS

Investec Australia is set to ramp up its private banking and advisory services with the addition of Ord Minnett Investment Planning chief executive officer and di-rector ...

INDUSTRY NEWS

Online direct financial services group Your Prosperity has added superannuation to its share broking, managed funds broking and investment portfolio services....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 1 day ago