FINANCIAL PLANNING

INDUSTRY NEWS

Merry Christmas to all our readers....

INDUSTRY NEWS

Former Tyndall investment director Doug Little has emerged as the chief of new boutique funds management group Constellation Capital Management....

INDUSTRY NEWS

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

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

AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....

INDUSTRY NEWS

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange....

INDUSTRY NEWS

The Vanguard Group’s 500 Index Fund has become the second managed fund to reach the US $100 billion mark in assets under management, according to Bloomberg....

INDUSTRY NEWS

St George Bank has launched its second venture capital fund with the release of a $64 million wholesale pooled development fund focussing on the booming technology and In...

INDUSTRY NEWS

Financial services giant AMP will use its' network of planners and advisers across the country to help attract customers to a new loan product offered by the banking arm,...

INDUSTRY NEWS

Mercantile Mutual has embarked on an aggressive growth strategy for its financial planning business....

INDUSTRY NEWS

Macquarie’s financial planning boss Robyn FitzRoy has ruled out acquiring finan-cial planning dealer groups to bolster its adviser numbers....

INDUSTRY NEWS

In a sign which indicates the improving financial environment in Asia, Japan has taken the third position among the world's biggest managed fund markets while the US and ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 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 1 week ago

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

4 weeks 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 6 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 5 days ago