MONEY MANAGEMENT

Financial planning

The Government hopes the current round of refinements to Financial Services Reform (FSR), which it plans to make law by December 2006, will finalise the regulations and o...

Funds management

MIR Investment Management has taken out the top prize in this year’s Money Management/IMCA Fund Manager of the Year Awards, fulfilling the promise it showed at last year’...

Financial planning

Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....

Financial planning

It seems the sky is the limit for Advance Asset Management, which has announced that it is managing more than $7 billion of funds for retail and Australian investors....

Financial planning

MIR Investment Management is set to launch an Asia fund on January 1 next year to add to its five existing unit trusts....

Financial planning

People who invested in a Packer-backed Challenger Financial Services’ property fund that invested in a Sydney shopping centre will only get a third of their original inve...

Financial planning

The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...

Financial planning

Banning exit fees on super funds and restricting statements of advice to less than four pages will form part of Labor’s new financial services policy platform to be relea...

Financial planning

A senior Westpoint director has accused auditor KPMG of already knowing about the failed developer’s problems before ticking-off its reports....

Rate the raters

The Money Management Rating the Raters Survey 2006 collected opinions from 43 fund managers of varying size that control just over $537 billion in funds under management....

Financial planning

Financial planning dealer groups may end up being liable for a portion, if not all of the damages awarded to the investors who are in the process of taking legal action a...

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Financial planning

Financial Planning Association deputy chair Sarah Brennan and industry consultant Tom Collins have spoken openly about their involvement with Westpoint Corporation, as Br...

People & Products

The head of St George Private Bank Nick Kalikajaros has been replaced by head of St George margin lending Andrew Black....

Financial planning

The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....

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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....

6 days 4 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 4 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 2 days ago