FINANCIAL PLANNING

INDUSTRY NEWS

The fall in the value of blue-chip stocks, now at a two-year low, is creating good buying opportunities for investors, says Portfolio Partners joint managing director Kei...

INDUSTRY NEWS

Performance incentives used to be the bastion of the senior executive, but now the concept is filtering through to funds management groups....

INDUSTRY NEWS

In a further sign of specialisation towards a market segment Perpetual Investments has rolled out a fund focusing on a small number of shares....

INDUSTRY NEWS

“Whatever may be said on the quality of my chairmanship, I was certainly not a great secretary.” Former FPA chief Russell McKimm modestly accepts his distinguished servic...

INDUSTRY NEWS

Financial planning co-operative Fiducian Portfolio Services is to bring forward the date for its listing to capitalise on the high prices currently being offered for fina...

INDUSTRY NEWS

What’s in a master trust? Quite a bit, if you believe most of the hype written about them....

INDUSTRY NEWS

Details have emerged of a $600,000 fraud in AMP Asset Management’s Melbourne office. Last December, Financial Synergy found a $200,000 anomaly in its Top Quartile Superan...

INDUSTRY NEWS

Internet, television and mobile phones will be playing a major role in e-commerce in the next few years, , says Perennial Partners managing director Ian Macoun....

INDUSTRY NEWS

Invesco Asset Management Australia is to beef up its distribution and marketing teams in the wake of the decision to relocate its Australian investment management busines...

INDUSTRY NEWS

Lend Lease Investment Management (LLIM) is to outsource its Australian equities management capabilities, in a move designed to cement its manager of managers approach....

INDUSTRY NEWS

The rapid growth of technology has seen falls in the cost of services and a growth in information, which in the financial services industry is well evidenced by the explo...

INDUSTRY NEWS

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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 4 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....

1 week 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 5 days ago
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