FINANCIAL PLANNING

INDUSTRY NEWS

There is little doubt that ASIC’s decision to remove one of the last hurdles for fully fledged electronic prospectuses is good news for fund managers....

INDUSTRY NEWS

Australians have become more generous in their donations to charities but the number of people giving has remained relatively static....

INDUSTRY NEWS

Research house InvestorSource has slapped a hold recommendation on Mercantile Mutual's Small Cap Australian Share Funds following the recent departure of Greg Dearden....

INDUSTRY NEWS

Colonial’s rapid integration with its acquired businesses is paying off in bottom line results, with the group reporting a 49 per cent jump in net profit to $455 million ...

INDUSTRY NEWS

Zurich Financial Services is to launch a more focussed range of funds as part of a restructure of its product range....

INDUSTRY NEWS

Ian Showman has vacated his post as managing director of Godfrey Pembroke to take up a new post within the Lend Lease group as chief executive of its new outsourcing serv...

INDUSTRY NEWS

Four of the most powerful practices within the Godfrey Pembroke stable are poised to go out on their own with a new dealer group under their own licence....

INDUSTRY NEWS

Under the agreement, Permanent will outsource $200 million to ABN Amro Asset Management (AAAM) who will be responsible for managing the Australian equi-ties funds for Pe...

INDUSTRY NEWS

In an effort to attract clients who wish to invest into low risk schemes, Investors Mutual and South Australian based friendly society Lifeplan have launched a joint fund...

INDUSTRY NEWS

New Zealand equities, bonds and property are looking like attractive investments over the coming year, a Morningstar roundtable has found....

INDUSTRY NEWS

Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne....

INDUSTRY NEWS

But while the New Zealand credit union movement has plans that are ready to go, they feel they are being stifled by New Zealand government in their attempts to es-tablis...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

3 weeks 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
moneymanagement logo