FINANCIAL PLANNING

INDUSTRY NEWS

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange. Managing director Indy Singh says the group plans to list when its mas...

INDUSTRY NEWS

A range of new schemes have emerged over the past years offering financial advisers a form of ownership in funds management and master trust businesses....

INDUSTRY NEWS

Australian Unity has revamped the management of some of its products using a multi-manager approach. Salomon Smith Barney now manages 50 per cent of Australian Unity’s Pr...

INDUSTRY NEWS

Colonial is moving a number of its senior management team back to Melbourne, reversing the earlier flow to Sydney....

INDUSTRY NEWS

Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...

INDUSTRY NEWS

Another US manager is to hit our shores, following the recent announcement by Rothschild Australia Asset Management (RAAM) that it is to hand over more than $800 million ...

INDUSTRY NEWS

Dow Jones Indexes has launched an Australian index which covers 95 per cent of the Australian share market....

INDUSTRY NEWS

Peter Dawson has once again joined the retail financial services fray, taking on fi-nancial planning responsibilities at Chifley Financial Services....

INDUSTRY NEWS

Ratings group Assirt has slapped a 'hold' rating on all Tower Asset Management’s funds with exposure to Australian equities. This follows the departure of four members –...

INDUSTRY NEWS

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INDUSTRY NEWS

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INDUSTRY NEWS

Melbourne-based Management Professionals Group (FMP) and PCA Financial Serv-ices have merged....

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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 4 days 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 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago