FINANCIAL PLANNING

INDUSTRY NEWS

Major industry-based superannuation funds outperformed fund manager balanced funds in 1999, according to Industry Fund Services (IFS)....

INDUSTRY NEWS

Deutsche Bank has merged its asset management and private banking divisions in Australia to create a new group that will service both the wholesale and retail mar-kets....

INDUSTRY NEWS

National Australia Financial Management (NAFM) has reported a 34 per cent increase in sales to $500 million for the December quarter....

INDUSTRY NEWS

Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....

INDUSTRY NEWS

Two more advisers have been up before the courts as a result of two Australian Se-curities and Investments Commission (ASIC) investigations....

INDUSTRY NEWS

The main focus for advisers over the coming months should not be the GST but rather the changes which will come into effect as part of the Ralph Review....

INDUSTRY NEWS

Research group Assirt has given Tyndall Investment Management a cautious thumbs up after finding Tyndall did not significantly change its management approach in the last ...

INDUSTRY NEWS

Macquarie Investment Management (MIM) has lost two key members of its investment team with the resignations of Rochelle Hall and Russell Maddox after four years with the ...

INDUSTRY NEWS

Schroders Investment Management has welcomed the news that its British parent is to offload its global investment banking business to Salomon Smith Barney....

INDUSTRY NEWS

The Principal Financial Group, owner of BT Funds Management, and ING, parent company to Mercantile Mutual have formed a joint venture in Japan to take advantage of a burg...

INDUSTRY NEWS

There maybe a lot of talk of staff cuts at AMP following its take over of GIO, but no salaried advisers are about to lose their jobs at AMP or GIO. In fact, AMP is re-cru...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 4 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks 2 days ago

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

4 weeks ago

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

4 weeks 1 day ago