FINANCIAL PLANNING

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...

INDUSTRY NEWS

The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...

INDUSTRY NEWS

Contract paraplanners may be painted into a corner under proposals being consid-ered by the Australian Securities and Investments Commission (ASIC). Paraplanning outsourc...

INDUSTRY NEWS

Macquarie Investment Management has set the pace for what advisers can expect when it comes to the impact of GST on their hip pockets....

INDUSTRY NEWS

Perth-based Saw James Capel’s two most senior financial advisers – Kevin Payne and Patrick Horneman - have left to start their own company....

INDUSTRY NEWS

The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....

INDUSTRY NEWS

Independent financial planners remain the number one choice for consumers looking for financial advice, according to the recent Challenger International/ Assirt Invest-me...

INDUSTRY NEWS

High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....

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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 ...

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 3 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 1 day 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 ...

2 weeks 2 days ago