FINANCIAL PLANNING

INDUSTRY NEWS

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

INDUSTRY NEWS

Merrill Lynch and HSBC have set up a joint venture to create a global online banking and in-vestment services company....

INDUSTRY NEWS

Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....

INDUSTRY NEWS

Deloitte Touche Tohmatsu has beefed up its financial services presence in Australia and Asia, announcing a merger with Trowbridge Consulting....

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

InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service....

INDUSTRY NEWS

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

INDUSTRY NEWS

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago