MONEY MANAGEMENT

Financial planning

The Investment and Financial Services Association has confirmed its members will create a clear divide between product and financial advice costs from next year....

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Financial planning

A group of financial advisers and accountants have joined together to push for a new responsible entity for Timbercorp's managed investment schemes, a plan they hope will...

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Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

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Financial planning

Barry Lambert's concerns about a bubble in the first home owners market appear to be coming true....

Financial planning

Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...

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Financial planning

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

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Financial planning

No particular investment style proved to protect large cap global equity funds from the carnage of the past 12 months, according to research house Lonsec. Find out which ...

Financial planning

ASIC is conducting a national survey of larger dealer groups, with around 30 having been contacted to submit Statements of Advice from their top five advisers....

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Financial planning

Fears the Government would increase the super access age to 67 has caused a decline in voluntary contributions, according to Aviva, while the chief executive of ASFA has ...

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Financial planning

Professional Investment Services is reported to be examining its exposure to various managed investment schemes, and is reportedly meeting with a group of its advisers to...

Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

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Funds management

The management team of Great Southern Funds Management have put an offer to Ferrier Hodgson to regain control of the company they originally founded, which would be known...

Financial planning

The Great Southern administration process has revealed a disturbing picture with respect to liabilities and available assets....

Financial planning

Financial Ombudsman Service investments, life insurance and superannuation ombudsman Alison Maynard and financial services lawyer Mark Halsey clash over an allegation by ...

Financial planning

The first legal action to be mounted against Storm Financial is expected before the courts by the end of the month....

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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 3 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....

1 week 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 6 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 4 days ago