FINANCIAL PLANNING

INDUSTRY NEWS

Consistent growth from blue chip stock over a period of time is almost impossible, says US-based Alliance Capital vice-chairman Al Harrison....

INDUSTRY NEWS

Resource stocks have been the darlings of the stock market this year. Zilla Efrat asks if the good times will continue to roll....

INDUSTRY NEWS

New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....

INDUSTRY NEWS

Macquarie Portfolio Services reckons it can sign up 40 financial planning dealer groups to its new wrap service by the end of next year....

INDUSTRY NEWS

Job prospects in the financial services and insurance sector continue to brighten....

INDUSTRY NEWS

Legg Mason has become the latest US mutual fund manager to buy into the European market, with the purchase of UK fund manager Johnson Fry for about US$70 million, the fir...

INDUSTRY NEWS

IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....

INDUSTRY NEWS

Australian Unity will continue to grow its funds management operation in the next financial year as the traditional friendly society business continues its slow decline, ...

INDUSTRY NEWS

All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...

INDUSTRY NEWS

Operators of mortgage investment schemes have been given more time to become licensed through the Australian Securities and Investments Commission (ASIC)....

INDUSTRY NEWS

More than $3.4 billion in superannuation has been lost by Australians, with the amount held in unclaimed accounts growing by more than $1 billion a year....

INDUSTRY NEWS

Kevin Wyld is one of the faces behind Beacon Investment Services, which is to be officially launched at the Financial Planning Association’s convention in Sydney next mon...

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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 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 1 day 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 6 days ago
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