FINANCIAL PLANNING

INDUSTRY NEWS

Australia has become the largest centre for institutional equities investment outside of Japan in the Asia Pacific region, a report has found...

INDUSTRY NEWS

KAZ Computer Services has hooked up with a number of super funds to develop a global super-annuation management software product....

INDUSTRY NEWS

Norwich Union has embarked on an aggressive push into the New South Wales market by basing its new national sales manager, Shaun Williams in Sydney....

INDUSTRY NEWS

Challenger International is looking to join Colonial First State in the hot managed investments market of biotechnology with the intention to raise up to $40 million thro...

INDUSTRY NEWS

Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....

INDUSTRY NEWS

Trustee group Permanent has been signed with ISPT, the trustee of the Industry Superannuation Property Trust No.1, to provide back office functions for the super group....

INDUSTRY NEWS

Merrill Lynch has launched a broad index of Australian debt securities that is one of the final building blocks in its soon-to-be-launched global index....

INDUSTRY NEWS

High profile financial planning identity Max Weston has given up his post as head of KPMG Financial services for semi-retirement....

INDUSTRY NEWS

Perpetual Investments will not take on any more institutional clients for at least 12 months but rather concentrate on servicing those already with the group, according t...

INDUSTRY NEWS

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

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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 ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 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...

1 week 3 days ago

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

2 weeks 6 days ago