FINANCIAL PLANNING

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...

INDUSTRY NEWS

Challenger International has closed its new retail biotech fund oversubscribed with the fund exceeding the company’s target of $40 million....

INDUSTRY NEWS

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

INDUSTRY NEWS

Sealcorp Holdings chairman Geoff Dunstan will step down from his executive role next month and into retirement, after handing over the reins to newcomer John Pascoe....

INDUSTRY NEWS

Financial planners should offer clients a choice of service levels and charge ac-cordingly, says ThreeSixty national development manager David Fox....

INDUSTRY NEWS

Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...

INDUSTRY NEWS

Solomon Smith Barney Asset Management Australia have steered away from giving adding an advice model to its new portable superannuation plan....

INDUSTRY NEWS

Australian Unity will expand its product offering with the announcement that it will enter the annuities market for the first time....

INDUSTRY NEWS

Wayne Rogers has taken on the top Australian job and a seat on the board of life in-surance policy trader PolicyLink....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...

INDUSTRY NEWS

The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 14 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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