FUTURES

Financial planning

There are a number of forces, which will combine to recreate the wealth management Industry. These forces are so powerful that they may lead the wealth management industr...

Editorial

The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...

Financial planning

Australian Securities and Investments Commission (ASIC) senior executive Shane Tregillis, who was closely involved with the development of ASIC policy papers in response ...

Financial planning

Rob Keavney is no stranger to controversy. A recent article Keavney wrote to counter some of the extremes of exuberance on hedge funds sparked a number of detailed respon...

Editorial

By Damien Hatfield The article ‘Hedge funds fail the asset class test’ in Money Management (24 May 2001) is a particularly timely discussion of a number of important issu...

Financial planning

In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....

Editorial

As the push into defensive assets continues while markets head south, neglected asset classes continue to attract more of the spotlight. However Rob Keavney argues not al...

Financial planning

The New York Stock Exchange will run a pilot program this year to test a global stock exchange, comprising ten of the world’s leading markets, including Australia. This G...

Financial planning

The Australian Scholarships Group Friendly Society (ASG) has launched two new education funds, enabling investment in fixed interest securities for the first time....

Financial planning

The arrival of exchange traded funds has added another option for those who wish to invest in passive investment strategies. Paul Ali and Martin Gold examine the operatio...

Financial planning

Thirteen former Advisor Investment Services (AIS) financial planning practices have broken away creating their own dealer group under the banner of Avenue Capital Managem...

Financial planning

The Australian Securities and Investments Commission (ASIC) has placed a four-year ban on former Ord Minett Jardine Fleming Futures director and futures adviser Christoph...

Financial planning

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

Financial planning

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

Financial planning

What issue has been the subject of more government enquiries than Sydney's second international airport? The answer has got to be Australia's superannuation system. Howev...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 hour 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