FUND MANAGERS

Financial planning

The collapse in the value of technology stocks now outweighs the crash of 1929 on Wall Street, according to van Eyk Research managing director Steven van Eyk....

Policy & Regulation

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...

Financial planning

Rothschild has launched two ethical investment funds which aim to outshine other funds on the market in terms of transparency of ethical bias to investors....

Financial planning

March offered little joy to investors and fund managers looking for positive signs of a market turnaround....

Financial planning

Colonial First State is throwing its financial weight behind Australian financial planning technology developer Avanteos....

Financial planning

AMP has just poured out a new independent subsidiary liquid.co.nz, which is the New Zealand version of AMP Direct....

Financial planning

Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....

Financial planning

Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...

Financial planning

The ASX is playing down reports that it is proposing to make thousands of managed funds available directly to investors....

Financial planning

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Financial planning

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Financial planning

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

Changes in the market can generate changes in opinions. Tom Collins takes a sweeping look at the multitude of changes facing the financial services industry. He even revi...

Financial planning

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Editorial

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

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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 2 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