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Financial planning

Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....

Financial planning

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

Financial planning

Listed property trusts proved their mettle as good defensive investments in May, raking up the top return among all asset classes....

Financial planning

Sealcorp has spun off research house Assirt in a complex deal with Course Starter....

Financial planning

While technology, telecommunications and media stocks have taken a few hits since January, equity funds sought listed property trusts (LPT) as a comparatively safe haven....

Financial planning

Sealcorp has spun off research house Assirt in a complex deal with Bourse Data....

Financial planning

The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found....

Financial planning

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

Financial planning

AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....

Financial planning

Axa has targeted retail investment and superannuation as its prime focus....

Financial planning

Mercantile Mutual’s new funds management boss has urged federal government to consider ty-ing health and aged care funding to superannuation....

Financial planning

While a reasonable proportion of investors access financial services information over the Internet and are confident in conducting transactions via this means, the majori...

Financial planning

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

Accounting

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...

Financial planning

Associated Planners Group has sold 75 per cent of Associated Planners Manage-ment, the holding vehicle for the Strategic Super master trust....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 2 weeks ago

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

3 days 10 hours ago

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

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago