FINANCIAL PLANNING

INDUSTRY NEWS

Three former AMP executives have teamed together for the launch of a boutique funds management business....

INDUSTRY NEWS

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

INDUSTRY NEWS

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

INDUSTRY NEWS

Invesco Asset Management’s Australian funds have been put on hold by research group Assirt....

INDUSTRY NEWS

Citicorp Investments is to launch its first wrap account, appointing BT Portfolio Services as the back office administrator....

INDUSTRY NEWS

Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....

INDUSTRY NEWS

The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....

INDUSTRY NEWS

The merger of Norwich Union’s and CGU’s head offices in Melbourne has not been ruled out as part of the £20 billion global merger announced in London last week....

INDUSTRY NEWS

One of New Zealand’s largest planning and funds management groups, Spicers Portfolio Management, has bought a significant holding in Monitor Money....

INDUSTRY NEWS

There is little doubt that ASIC’s decision to remove one of the last hurdles for fully fledged electronic prospectuses is good news for fund managers....

INDUSTRY NEWS

Australians have become more generous in their donations to charities but the number of people giving has remained relatively static....

INDUSTRY NEWS

Research house InvestorSource has slapped a hold recommendation on Mercantile Mutual's Small Cap Australian Share Funds following the recent departure of Greg Dearden....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

5 months 4 weeks ago

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

7 months 4 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago