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The former managing director of Chifley Financial Services’ financial planning division, Peter Dawson, has resurfaced in the financial services industry for the first tim...
Financial planning
Financial services company the Snowball Group has signed a strategic partnership with the Australian Human Resources Institute (AHRI), making Snowball the sole provider o...
Financial planning
Up to six industry organisations, including a number of fund mangers, have expressed an interest in buying van Eyk research, van Eyk managing director Stephen van Eyk has...
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Financial planning
William M Mercer has bounced back from yesterday’s deal collapse with van Eyk Research, continuing its push into the retail financial services market by signing a consult...
Financial planning
The deal between van Eyk Research and William M Mercer is off....
Financial planning
Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...
Funds management
If the three finalists in the property securities category of this FMOTY awards agree on anything, it is that the listed property sector is unlikely to emulate in 2002 th...
Financial planning
The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...
Financial planning
Macquarie Bank will be launching a new lending option fund aimed at the retail market....
Financial planning
International equities have experienced a massive dive in positive fund performances. KATE KACHOR looks at the reasons for bad performances and how managers are repairing...
Financial planning
Assirt has released two separate ratings of Sandhurst Trustees and Norwich Union which looks favourably upon recent changes made at the respective fund managers....
Superannuation
The New Zealand National Party’s plans to offer tax incentives for retirement savings have been slammed by two of its allies, its potential coalition partner Act, and rig...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued its first ever license under the Financial Services Reform Act (FSR), with the first cab off the ra...
Financial planning
Macquarie Financial Services is in the middle of an extensive overhaul of its stock broking business that will see the group provide a full service broking division by la...
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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...