FINANCIAL PLANNING

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....

INDUSTRY NEWS

I read with interest the Money Managment article on ethical investment by Jason Spits and the adviser comments (Money Management, April 13)....

INDUSTRY NEWS

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

INDUSTRY NEWS

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

INDUSTRY NEWS

Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...

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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