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Financial planning

Colonial’s Australian Financial Services division has reported a profit of $212 million, up 38 per cent, for the year ending December 31, 1998....

Financial planning

Colonial is to slash its retail product range as part of the rationalisation following the mergers with Legal & General and Prudential....

Financial planning

The Financial Planning Association is developing a concerted campaign to put retirement income issues on the Federal Government's agenda. Here, Michael McKenna puts the c...

Financial planning

US-based funds management giant Vanguard is beginning to see the kind of success in Australia that pushed the group to its solid number two position in the US mutual fund...

Financial planning

Direct distribution in shares and managed funds over the Internet is heating up with the entry of a new discount broking player and the aggressive marketing of a new mana...

Financial planning

Merrill Lynch and Challenger Asset Management have launched a new warrant product aimed at investors seeking high yield investments....

Financial planning

Dealer group Godfrey Pembroke Limited (GPL) has sold down a majority stake in its unlisted property trust venture, Abacus Funds Management Limited....

Financial planning

Financial planning has continued its boom run, with the latest figures from the Financial Planning Association (FPA) suggesting the sector has grown 20 per cent in the pa...

Funds management

Property as an asset class in Australia has generated strong returns in recent years, with listed trusts outperforming the stock market. But there are signs of a softenin...

Funds management

Property will perform favourably against other asset classes again in 1999 and annual returns of about 10 per cent are forecast for the next three years, according to a l...

Financial planning

Business owner/operators who take out only income protection insurance to cover a possible absence still risk losing their businesses, writes David Wilkinson. ...

Financial planning

Austock and Advent Management Group (AMG) have launched a new $30 million venture capital fund, Advent III....

Financial planning

Strong sales of corporate and retail superannuation products increased the flow of new business into AMP Financial Services' Australian operations last year....

Financial planning

Australia’s total household debt rose by more than 10 per cent in the year to last October, according to Australia’s credit unions....

Financial planning

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago