FINANCIAL PLANNING

INDUSTRY NEWS

The whole fees versus commission debate is a non-issue. ...

INDUSTRY NEWS

Regulatory body the Australian Securities and Investments Commission (ASIC) has laid down guidelines covering which Internet-based security offerings do not fall under it...

INDUSTRY NEWS

The future looks much brighter for investment in New Zealand, according to Spicers Portfolio Management research manager Aaron Hing....

INDUSTRY NEWS

Moves to bring financial planners under the Certified Financial Planner (CFP) designation have taken another step forward....

INDUSTRY NEWS

Judging from recent publicity and a sampling of the positions vacant columns, demand and rewards for financial planners and associated support staff is growing strongly. ...

INDUSTRY NEWS

Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon. ...

INDUSTRY NEWS

Perpetual Funds Management has warned of a savings gap "time bomb" between the income Australians want in retirement and the lump sum they expect will provide it....

INDUSTRY NEWS

Austock and Advent Management Group (AMG) have launched a new $30 million venture capital fund, Advent III....

INDUSTRY NEWS

Credit Suisse has scored a coup by poaching high-profile business development executive Clayton Coplestone for its fledgling retail funds management business....

INDUSTRY NEWS

Strong sales of corporate and retail superannuation products increased the flow of new business into AMP Financial Services' Australian operations last year....

INDUSTRY NEWS

ANZ Funds Management (ANZFM) has established a new distribution network which more closely resembles that of the other major banks....

INDUSTRY NEWS

Vanguard's marketing efforts in its United States home market is paying dividends, with the group attracting a record $US48.9 billion to its US stock and bond mutual fund...

subscribe

Stay up to date with Australia’s top news and information source for the wealth management industry

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Remus_au

Absolutely agree with you on this Les. That's how I see it too. The client facing "new" SOA document might shrink down a...

2 days 17 hours ago
Stephen Eedy

Most advisers are now degree-qualified with many years of actual practical industry experience, and are fully-qualified ...

2 days 17 hours ago
Dominic Widlake

This is all so ridiculous. I have 33 years experience, and have studied hard over the last 4 years to obtain the gov...

2 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

5 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

4 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

5 months ago