GLOBAL FINANCIAL CRISIS

Financial planning

Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....

Financial planning

Australian financial advisers believe the worst of the global financial crisis is over, with sentiment having improved rapidly over recent months, according to the latest...

Financial planning

Up to six boutique advice firms are being forced by lenders to sell all or part of their client books each week, according to John Birt, principal of advice firm buyer co...

Financial planning

Macquarie Group has moved back into acquisition mode, picking up Philadelphia-based Delaware Investments for $516 million....

Financial planning

A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...

Financial planning

The Ideas Centre will help AFA members to build, manage and protect not only the wealth of their clients but also the value of their own businesses....

Financial planning

The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....

Financial planning

With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....

Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

Financial planning

AMP Capital Investors corporate governance report suggests investor short-termism contributed to the global financial crisis....

Financial planning

Two FSP advisers have produced a series of five financial literacy books from what they say is a resource rich industry....

Editorial

Impairment charges have combined with a fall in funds under management and a decline in wealth management revenues to see the Commonwealth Bank report a 7 per cent decrea...

Top 100

AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....

Editorial

Count Financial announces a 9.1 per cent decline in profit and slams the need for PI, arguing it is being penalised for the mistakes of other AFSL holders who shouldn't h...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago