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Financial planning
Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...
Superannuation
Almost one in two super funds are already offering their members financial planning services and about half of those who are not, are preparing to launch planning service...
Editorial
Macquarie’s overall profits of $242 million in the year to March 31 announced today included a loss of around 3 per cent made by its fledgling financial services group (F...
Financial planning
Combined retail managed funds in Australia totaled more than a quarter of a trillion dollars ($257.3 billion) as of March 31, which was an increase of 12 per cent over th...
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
Financial planning
The International CFP Council’s push to have an army of 130,000 licensees worldwide by 2005 could be achieved earlier than expected, according to US CFP Council chair Pat...
Financial planning
The Commonwealth only narrowly missed out from pipping National from the top of the table for total retail assets under management, the latest Assirt Market Share Report ...
Funds management
Australian equities bounced back in April after being the big underperformers in March, the latest Ausbil Dexia research shows....
Financial planning
Morningstar has upped its star rating of Rothschild funds from three to four....
Financial planning
Measurements of economic performance have been distorted and will continue to do so for the next few months according to Rothschild Australian equities associate director...
Financial planning
The Australian Stock Exchange (ASX) has recognised financial planner’s increased interest in direct investments and is stepping in to assist with improving knowledge....
Financial planning
The explosion of ethical funds has come at a time of increasing interest and the search for new sectors in which to invest. Mark Watmore examines the growth of this marke...
Financial planning
The New York Stock Exchange will run a pilot program this year to test a global stock exchange, comprising ten of the world’s leading markets, including Australia. This G...
Editorial
Asset consultants, research houses and financial planners sometimes argue that fund managers rarely outperform their benchmark index. The question is then asked why we pa...
Financial planning
The job outlook in the financial services industry has followed the negative trends of overall job market, according to the latest job index figures compiled by TMP world...
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MARKET INSIGHTS
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...