REAL ESTATE

Financial planning

In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...

Financial planning

Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...

Funds management

BT Funds Management is to merge the BT Property Trust and BT Office Trust to create Austra-lia's biggest office-specific property trust, with total assets of $1.5 billion...

Financial planning

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

Funds management

Gone are the days of state bickering of over who’s got the best beer, weather and hot commercial property between Sydney and Melbourne. It is now Sydney verse’s the rest ...

Financial planning

The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found....

Financial planning

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

Financial planning

The National Australia Bank confirmed industry rumours by officially announcing it will purchase MLC from Lend Lease for $4.56 billion cash, with a completion date set fo...

Financial planning

Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...

Financial planning

Your article, "Branding Business" (Money Management, September 16), seems to suggest that branding is an all-to-tough proposition for financial planning organisa-tions. W...

Financial planning

Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders re-main robus...

Financial planning

In another sign that financial planning at the Big Five accounting firms is undergoing a major shakeup, a group of advisers, headed by Deloitte Financial Services directo...

Financial planning

Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders remain robust...

Funds management

Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...

Financial planning

At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

3 weeks 3 days 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 ...

3 weeks 4 days ago
gonski

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

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago