FINANCIAL PLANNING

INDUSTRY NEWS

The search for success in local funds management is naturally linked to success within the Australian equities sector. Mercantile Mutual believes the secret of its succe...

INDUSTRY NEWS

The online investment business is the cutting edge of the financial services indus-try, according to Your Prosperity chief executive officer (CEO) John Reid....

INDUSTRY NEWS

On Friday the 14 April, The Australian featured an article titled: “AXA plans $3bn liquidation” which alleges that AXA is planning to liquidate its $3 billion property po...

INDUSTRY NEWS

In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....

INDUSTRY NEWS

Guild Insurance and Financial Services has signed an agreement with Bendigo Bank to distribute retail banking through its 5,000 pharmacies....

INDUSTRY NEWS

Fund managers have overwhelmingly supported the Australian Stock Exchange’s ASX 200 index as the benchmark Australian equities index....

INDUSTRY NEWS

Australian-based fund manager Perpetual Investments is planning a return to the New Zealand market after several years absence....

INDUSTRY NEWS

Much like the politicians who represent them, retail investors have come out over-whelmingly in favour of the idea of choice of superannuation fund....

INDUSTRY NEWS

Aon Consulting has acquired The Australian Superannuation Group (TASG) for an undisclosed sum....

INDUSTRY NEWS

Russell Investment Management has added Turner Investment Partners to its Gateway International Shares fund. Frank Russell says the move is to give the fund exposure to l...

INDUSTRY NEWS

On April 4, US equity markets performed what can only be described as wild gyrations....

INDUSTRY NEWS

Asset managers will need to switch their focus from pre-tax to post-tax returns on equity funds following the introduction of the new Ralph capital gains tax (CGT) rules....

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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 2 days ago