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I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...
INDUSTRY NEWS
FPI Research has taken a more aggressive stance in its asset alloca-tion recommendations and believes advisers should be recommending the same....
INDUSTRY NEWS
Investors and their advisers tend to pay scant attention to liquid-ity, what it costs and whether they need it. Just like more widely recognised factors such as market ri...
INDUSTRY NEWS
The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...
INDUSTRY NEWS
Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank....
INDUSTRY NEWS
Victorian-based financial planning firm CIS Financial Services has landed its biggest single client account following Asgard's recent successful tender to provide its ser...
INDUSTRY NEWS
GiveWell director Michael Walsh has been named on the board of in-vestment research group InvestorWeb....
INDUSTRY NEWS
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
INDUSTRY NEWS
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...
INDUSTRY NEWS
Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....
INDUSTRY NEWS
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
INDUSTRY NEWS
The float of Consolidated Financial Services (CFS) is scheduled for late September or early October now that an agreement has been reached between all the shareholders of...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...