TREASURY

Financial planning

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

Financial planning

Australian Unity has launched an education savings plan, the first issued by a major friendly society for more than 10 years....

Financial planning

Plans to partially prefund a portion of future state pension costs is one of the New Zealand government's most important and far-reaching policies, yet it is receiving li...

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 penny has finally dropped. Financial planning groups have embraced large scale superannuation and are fighting fiercely for a piece of the rapidly growing market....

Financial planning

New Zealand's National Party has criticised the Government's proposed superannuation fund, claiming it would contribute only a tiny percentage of the cost of future pensi...

Financial planning

New rural industries such as herbs and durians have the potential for strong rates of return and low break-even points, a new financial modelling reports reveals....

Financial planning

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

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...

Financial planning

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

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...

Financial planning

Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 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