INSURANCE

Financial planning

Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....

Financial planning

One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Financial planning

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

Life/Risk

Insurance bonds will remain an attractive investment vehicle for high income investors until at least the end of the next financial year. Michael Abbott explains their at...

Financial planning

Inch.com.au has launched a website offering financial planners and their clients on-line financial planning advice, legal and accounting services....

Financial planning

Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...

Financial planning

The Commonwealth has launched itself in to general insurance broking market with an insurance service for private motor vehicles....

Financial planning

Consulting group Aon is to launch a local financial planning business in June in a bid to keep clients from seeking its services elsewhere....

Financial planning

A WestpacTrust advertisement in New Zealand promising free advice from staff trained in savings and investment has angered many in the NZ financial planning industry....

Financial planning

On just about any criteria, the Financial Planning Association (FPA) has been a very successful trade and professional association. In little over ten years, it has put f...

Financial planning

The National, soon to be Australia’s third biggest fund manager, has taken top spot in inflow of funds for the three months to the end of March....

Financial planning

Can salary packaging survive the GST? Julie Bennett investigates. There have been murmurings around the industry that the GST will make salary packaging less attractive...

Financial planning

June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...

Financial planning

Connelly Temple has been pulled up by the Australian Securities & Investments Commission (ASIC) over the wording of a brochure promoting its range of life in-surance prod...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago