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Australia

Wrap/platforms

Fidelity urges FSA to follow Aussie u-turn on platform rebates

Fidelity International - now Fidelity Worldwide Investment - has called on the FSA to "look at the Australian approach" after its Treasury announced platforms could continue to receive fund manager rebates.

clock 07 October 2011 •

uncategorised

Oz and NZ could lose QROPS dominance

Australia and New Zealand will see their share of the qualifying recognised overseas pension scheme (QROPS) market fall due to a tightening of tax laws, experts claim.

clock 15 September 2011 •

Protection

Anti-compulsion voices "defeatist" - PruProtect

PruProtect has called critics of its desire for protection to be made compulsory as being "defeatist" and argued that the need is "very clear".

clock 13 September 2011 •

Your profession

Australian RDR: Controversial 'opt-in' rule lacks support

Rules that would require financial advisers in Australia to get clients to opt in to their services every two years - and send them a fee schedule every 12 months - are failing to win support among some key stakeholders.

clock 30 August 2011 •

Your profession

Threesixty looks to export services abroad

Support services provider threesixty is planning to use its experience of dealing with the retail distribution review (RDR) to expand internationally to countries where financial planning is developing or undergoing similar reforms.

clock 25 July 2011 •

Offshore Investment

Brits continue to move abroad

IFAs building up an expatriate client base will be pleased to learn that the number of Brits who yearn to live and work away from the UK shows no sign of diminishing.

clock 27 June 2011 •

ETFs

Australian institutions urged to consider ETFs

Institutional investors in Australia need to better understand the role ETFs can play in portfolio management, according to Russell Investments.

clock 06 June 2011 •

Regulation

Oz regulator warns advisers no escape from their 'RDR'

Financial advisers in Australia have been warned any attempts to get around the country's equivalent of the retail distribution review (RDR) will not be tolerated by the regulator.

clock 02 June 2011 •

Offshore Investment

Less Brits heading down under

The steep rise in the cost of living in Australia coupled with sterling's 16.5% slump in value over the last year have put off migrating Brits from sailing off to our former colony to start a new life.

clock 16 May 2011 •

Economics / Markets

Australian dollar hits 29-year peak against USD

The Australian dollar has hit a 29-year high against the US dollar on the back of fresh demand for the nation's commodities.

clock 30 March 2011 •
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