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Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
Funds management
Members of major superannuation funds could be forgiven for thinking last year’s bull run passed them by as Australian pooled superannuation funds recorded their lowest r...
Financial planning
Australian shares have bounced back to become by far and away the best invest-ment sector in November....
Financial planning
The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...
Financial planning
US online trading falls in step with industry Online broking is showing its first signs of maturing in the US, with daily trades fal-ling for the first time in the three ...
Accounting
Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....
Funds management
Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....
Superannuation
As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...
Financial planning
European investors are becoming increasingly concerned at the high concentration of investment in telecommunication bonds....
Financial planning
Beware, October is upon us! Not only is it the most volatile month for share mar-kets swings, but it was also the month when the two greatest stock market crashes took pl...
Financial planning
UK - British pension funds gave their first indication of shedding their conservative image with news that some are looking at shifting away from traditional investments ...
Funds management
Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....
Financial planning
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...
Financial planning
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...
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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...