FUND MANAGERS

Financial planning

It has been a sluggish start to the new year for Australia’s fund managers, accord-ing to the latest InTech Financial Services market survey....

Financial planning

Seminars can be the simplest way of marketing your practice to prospective clients, but you need to plan them carefully to get the best results. Jason Spits reports. For...

Funds management

Short form prospectuses and electronic lodgement for securities based investments are about to become a reality....

Funds management

It has been a sluggish start to the new year for Australia’s fund managers, accord-ing to the latest InTech Financial Services market survey....

Superannuation

Grenfell Securities is looking to beef up its presence in the self-directed retiree market with the launch of a fixed interest product....

Financial planning

Grenfell Securities is looking to beef up its presence in the self-directed retiree market with the launch of a fixed interest product....

Financial planning

This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...

Financial planning

To shed some light on the myriad of tax changes about to significantly alter the way advisers do business, the Strategist Group is conducting a number of seminars which w...

Financial planning

Macquarie Investment Management has set the pace for what advisers can expect when it comes to the impact of GST on their hip pockets....

Financial planning

Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...

Financial planning

Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...

Financial planning

One of the most intriguing issues to come out of the Money Management Top 100 survey was the lack of knowledge most dealers have about the key elements of their business ...

Financial planning

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

The continuing takeover wrangle for British bank, National Westminster (Nat-West) is set to drag on with regulatory authorities putting a freeze on any ac-tion from two c...

Financial planning

The Financial Services Complaints Resolution Scheme (FSCRS) has gained the approval of the Australian Securities and Investments Commission (ASIC) to oper-ate as an exter...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 16 hours ago