FINANCIAL PLANNING

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....

INDUSTRY NEWS

The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC believes bigger makes their job easier. They are raisin...

INDUSTRY NEWS

Investment performance is low on an adviser’s list when it comes to selecting an investment institution, according to Assirt’s 1999 Market Trends survey....

INDUSTRY NEWS

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

INDUSTRY NEWS

It seems these days there is no way directly up the financial industry ladder without owning a www.com login....

INDUSTRY NEWS

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

INDUSTRY NEWS

Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 9 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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