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Financial planning
With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...
Financial planning
Growth-orientated superannuation funds look set to deliver consecutive negative financial year returns for the first time in three decades according to InTech....
Financial planning
Macquarie Wrap Solutions has struck a deal with van Eyk Research to utilise the latter’s Blueprint series of funds across its two platforms - the high net worth Macquarie...
Financial planning
Former Harts Australasia executive director Maxwell John Sweetman appeared in the Brisbane Magistrates Court today after being charged with two counts of insider trading....
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
Funds management
UBS Global Asset Management (GAM) has been awarded the top prize in the property category in the Money Management/Assirt Fund Manager of the Year Awards....
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...
Financial planning
The Australian Securities and Investments Commission (ASIC) has refused to make any further moves in redressing the error which originally placed Brisbane-based Community...
Financial planning
Asgard and Macquarie Wrap have made big pushes for new business announcing boosted payments to advisers for writing new business into the investment platforms....
Financial planning
The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....
Financial planning
The credibility of the recent report into the quality of financial planning advice by the Australian Securities and Investments Commission (ASIC) and the Australian Consu...
Financial planning
Share-broking and financial planning group Tolhurst Noall has appointed former Potter Warburg senior executive, John Wilson, as its new managing director and CEO....
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
People & Products
Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....
Financial planning
Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...