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Financial planning
Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...
Superannuation
Another opportunity seems to have slipped by for politicians to get real about a national retirement and savings plan, writes Ray Griffin....
Financial planning
The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...
Financial planning
National Australia Bank has provided the Australian Securities and Investments Commission with an enforceable undertaking to improve key systems and controls in its finan...
Editorial
Perpetual is looking to its new global equities operation in Dublin to help it achieve a 10 per cent growth target by the end of June next year....
Financial planning
AXA Asia Pacific shares dropped 44 cents or 10 per cent in early trading this morning following an announcement the group had terminated talks with its French parent AXA ...
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Australian Unity has surpassed the $2 billion funds under management barrier for the first time in its 164-year old history after reporting record inflows of $438 million...
Financial planning
Listed investment company, Aberdeen Leaders, has sold a significant portion of its underlying stock holdings in order to lock in unrealised market gains and pre-pay half ...
Superannuation
The future of Australia’s mushrooming $130 billion self-managed super funds industry is bracing itself ahead of the weekend’s Federal Election, according to the SMSF Prof...
Financial planning
One of Australia’s oldest listed companies Washington H Soul Pattinson and Company has bucked the industry trend away from corporate super by announcing plans to launch i...
Financial planning
Investors are more inclined to invest new savings in shares and managed funds than they were a year ago, according the latest ING/Melbourne Institute Household Savings an...
Financial planning
Perpetual Trustees Australia has hinted its funds management arm, Perpetual Investments, may consider developing an in-house international equities division by building i...
Financial planning
Pengana Holdings has called off talks with a subsidiary of prominent investor Robert Whyte’s Audant Investments group after the pair failed to agree on the final terms of...
Financial planning
Perennial Investment Partners is looking to raise the profile of its international equities arm by creating a new divisional head for the offshore asset class along with ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...