FINANCIAL PLANNING

INDUSTRY NEWS

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

INDUSTRY NEWS

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

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...

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 2 weeks ago

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

5 months 2 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 4 days 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...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 2 days ago