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Financial planning

A leading US currency manager is favouring the euro as growth in Europe starts to improve, while the Australian economy is starting to show signs of a slowdown....

Financial planning

Three agricultural investment schemes and a feature movie proposal, totalling almost $2 million in investments, have been stopped by the ASIC in the last four weeks....

Financial planning

While others dealer groups have been snapped up by big institutions, Count Wealth Accountants, Australia’s largest independent financial planning group, looks set to floa...

Financial planning

Macquarie Portfolio Services reckons it can sign up 40 financial planning dealer groups to its new wrap service by the end of next year....

Financial planning

Forget the Saturday papers and the phone. Employers will be searching for future employees in cyberspace, write Samantha Walker....

Financial planning

Several potential investors have reportedly expressed interest in buying the Karri Oak vineyard investment scheme since it was put into administration last month....

Financial planning

While most investors think of the ASX when they think shares, there is also a thriving but lesser known share market that can offer quality investments at good prices. Pe...

Financial planning

Two high profile former Prudential managers have established their own financial planning firm....

Financial planning

Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....

Financial planning

As part of a drive to turn itself into a "multi-financial service" provider, JB Were, Australia's largest retail stockbroking house, will launch a new financial planning ...

Financial planning

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

Financial planning

Self managed super funds are facing some of the biggest legislated changes in their short history. Grant Abbott takes a look at the progress of SLAB 3 and SLAB 4 legislat...

Financial planning

Advance Asset Management (AAM) has set about a major restructure of its distri-bution and investment operations, following the departure of long serving manag-ing directo...

Financial planning

A leading economic research body, the New Zealand Institute of Economic Research (NZIER), has expressed support for a compulsory retirement savings system....

Life/Risk

Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

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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....

5 days 7 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 3 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 1 day ago