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FINANCIAL PLANNING

INDUSTRY NEWS

After eleven months of uncertainty, financial advisers now have a clearer indi-cation as to how the changes to the investment rules for superannuation funds, announced in...

INDUSTRY NEWS

Highly regarded technical expert Roslyn Shirlaw has returned to the RetireInvest fold after an absence of just over a year. ...

INDUSTRY NEWS

Some financial advisers are up in arms at news that St George Bank is withdrawing the Advance Management Instalment Gearing Product (IGP). The bank plans to phase out the...

INDUSTRY NEWS

Asia is coming out of its low-value environment and is starting to show some real growth in company values, says Capital international senior vice-president Robert Ronus....

INDUSTRY NEWS

Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...

INDUSTRY NEWS

Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...

INDUSTRY NEWS

The Godfrey Pembroke story is one that this newspaper has followed with intense interest well before the Godfrey Weston and Pembroke businesses merged. The pioneers - sen...

INDUSTRY NEWS

Performance track record is the common starting point for both retail and wholesale fund management appointments. Industry publications such as Money Management and Perso...

INDUSTRY NEWS

As foreshadowed in a previous column, IFSA has completed its submission on the CLERP 6 consultation paper on financial products, service providers and markets. Many submi...

INDUSTRY NEWS

At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...

INDUSTRY NEWS

Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...

INDUSTRY NEWS

Instalment warrants have been around for little more than two years, but they are fast becoming a force to be reckoned with....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

5 days 18 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 5 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 6 days ago