FINANCIAL PLANNING

INDUSTRY NEWS

RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....

INDUSTRY NEWS

As any financial adviser knows, the best way to sound authoritative about the share market is to guess. That is exactly how Christine Kiernan of Kiernan Consultants manag...

INDUSTRY NEWS

Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...

INDUSTRY NEWS

Recently formed Australian investment company Castle Capital Management has formed an alliance with European specialist fund manager Kempen Capital Man-agement (UK)....

INDUSTRY NEWS

BT institution Steve Newnham is leaving the group after 13 years to head up distribution at Zurch Financial Services....

INDUSTRY NEWS

New research by Frank Russell has put some meat behind claims the current boom in Internet companies is much the same as a number of boom and bust industries in the past,...

INDUSTRY NEWS

Called Income Securities; a bright new investment product under pressure, the re-port argues that the current low price of income securities presents investors with a bu...

INDUSTRY NEWS

US managed funds giant Janus Capital Corporation is joining fellow countrymen Morgan Stan-ley by venturing into the Japanese market....

INDUSTRY NEWS

New Zealand’s lacklustre superannuation industry has received a much needed shot in the arm from the Labour Government’s new tax regime....

INDUSTRY NEWS

Question: Do you advise on self managed superannuation funds? ...

INDUSTRY NEWS

It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...

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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....

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
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