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Financial planning

The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....

Financial planning

Only one in 50 financial planners does not use the Internet for their business, according to a recent survey....

Funds management

Australian equities got off to a dismal start to the new financial year after a huge rally in the last month of the previous financial year....

Financial planning

The amount of money flowing into margin lending products over the next three years will continue to grown quickly, according to BT Margin Lending senior vice president Gl...

Financial planning

Financial planning and master trust group Fiducian is to list on the Australian Stock Exchange on September 7....

Financial planning

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

Funds management

Australia's investment watchdog is still having problems with the transition to Responsible Entities (RE) under the Managed Investments Act....

Financial planning

The Reserve Bank of Australia (RBA) today acted to head off inflationary pressures in the econ-omy, lifting the cash rate to 6.25 per cent from 6.0 per cent....

Financial planning

Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....

Financial planning

York Capital has added an Adelaide cinema complex to its wholesale property fund which is sold through a number of master trusts....

Funds management

Australian equities was the place to be in June, as the S&P/ ASX 300 rocketed 8 per cent over the month....

Financial planning

The Australian Labor Party has called for a bipartisan review of superannuation following re-search revealed most Australians believe they are not paying enough super to ...

Financial planning

The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....

Funds management

Australian equities was the place to be in June, as the S&P/ ASX 300 rocketed 8 per cent over the month....

Financial planning

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 17 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago