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Financial planning
Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...
Financial planning
IFS executive chair Garry Weaven has called for independent research on a selection of superannuation fund members to show what fees they are paying and how their fund is...
Financial planning
A significant new player is about to enter the funds management arena, with Australia’s fastest growing dealer group PIS joining with the former head of Advance Asset Man...
People & Products
Significant changes are occurring at the top for UBS Australia, with the company announcing today that its Australian chief executive, Colin Woods, is stepping down to ta...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...
Financial planning
Magnitude Financial Planning, the dealer group owned by BT Financial Group, has launched a new computer-based application that will automate the marketing process for adv...
Financial planning
ANZ has strengthened its operational presence in China with the signing of an agreement to purchase 19 per cent of the Shanghai Rural Commercial Bank...
Funds management
Babcock & Brown and real estate group The GPT Group are a step closer to creating a funds management platform after setting an offer price range for their European retail...
Financial planning
The Macquarie Group has launched two funds giving investors the opportunity to invest in emerging markets, with a particular emphasis on Brazilian, Russian, Indian and Ch...
Financial planning
In the scope of the Government’s proposed changes to financial services regulation is the compliance burden surrounding Statements of Advice and personal advice, an issue...
Financial planning
Western Australia’s largest superannuation fund, the Government Employees Superannuation Board, has been the victim of a rort to the tune of $6 million, perpetrated by 15...
Financial planning
The Australian Stock Exchange and the Financial Services Institute of Australasia will join forces to increase the research coverage of medium-sized ASX-listed companies....
Superannuation
Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....
Financial planning
Australian Financial Services Group is to undergo a major restructure as a strategic measure to ensure the dealer group maintains continued growth, profitability and stre...
People & Products
The board of Deakin Financial Services, the former financial planning arm of DKN Financial Group, has appointed Ferrier Hodgson as administrators to manage the entity’s a...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....