FINANCIAL PLANNING

INDUSTRY NEWS

There are a lot of benefits in being a small dealer. You don’t have a person showing up every few months from national office to talk about…. Well, you just don’t get a v...

INDUSTRY NEWS

As the end of the financial year looms, a number of agricultural investment groups are moving into top gear seeking last minute investments. Tasmanian tree plantation own...

INDUSTRY NEWS

I note Julie Bennett's article "Money growing on blue gums" (Money Manage-ment, 13 April) makes mention of Count's recommended list....

INDUSTRY NEWS

The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...

INDUSTRY NEWS

Jardine Fleming Capital Partners (JFCP) has hired BT Portfolio Services to provide back office services for its newly established Australian wholesale funds manage-ment b...

INDUSTRY NEWS

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

INDUSTRY NEWS

The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...

INDUSTRY NEWS

Wholesale fund manager UBS Asset Management (UBSAM) has made a defacto entrance into the retail market by lowering the minimum entry figure for access to its funds and in...

INDUSTRY NEWS

It appears there are a few people around the traps with a fair bit of time on their hands. Sure it doesn’t take much time to string together a few humorous words to make...

INDUSTRY NEWS

Ethical investing has been given a shot in the arm with the creation of the Ethical Investment Association set to be launched later this month....

INDUSTRY NEWS

Correction In our article of 13 April by Julie Bennett headed “Money Growing on Blue Gums”, we reported that van Eyk Capital had “strongly recommended” an invest-ment in ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned Sydney-based finan-cial adviser Howard Owen for two years....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week 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 5 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 3 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