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25 November 2009 • By • 1 min read

FPA shelves its value for advice campaign

The advice association is set to focus on certified financial planner awareness, code of practice.The FPA has shelved its value for advice ...

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Macquarie insurance arm set to expand

Macquarie Private Wealth plans to beef up its risk advisory practice with more hires and product solutions in the coming months.Macquarie Private ...

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In-house asset discretion outlined

A new statement of principles has been released by the ATO regarding in-house assets.The Australian Taxation Office (ATO) has issued a statement of ...

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FPA, AFA to work with new standards board

FPA, AFA intend to work closely with ASIC over a PJC recommendation to establish a new professional standards board.Australia's advice associations ...

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IFSA signals opposition on product payments

IFSA has signalled its opposition to the PJC's recommendation over proposed banning of payments from product makers to advisers

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Zenith completes infrastructure review

Research house Zenith Investment Partners has assigned one fund a highly recommended rating and four with a recommended rating following its 2009 ...

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S&P questions CFS funds

Research house Standard & Poor's (S&P) has questioned whether two Colonial First State (CFS) multi-manager portfolios can achieve desirable ...

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Ironbark suite boosted with fixed income

Ironbark Asset Management has added the DWS Diversified Income Fund to its product suite.The fund offers Australian investors an opportunity to access ...

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CBA planning victims consider legal action

  Clients of Commonwealth Financial Planning who lost hundreds of thousands of dollars as a result of advice received from a former financial planner ...

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Currency hedging should consider valuation

A valuation-based approach to managing currency risk can be more beneficial for investors.Taking the valuation of currencies into account when ...

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