FINANCIAL SERVICES COMPANIES

Financial planning

The big institutions are dropping their product push mentality to attract more advisers. ...

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Funds management

Dealer group head questions whether bank cross-subsidisation of dealer group services represents anti-competitive behaviour....

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Editorial

From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services. “Innovative disruption” ...

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Superannuation

Super funds warn that customer due diligence will unreasonably tie up resources....

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Financial planning

A roundtable is warned that ASIC runs the risk of being sued if it tries to head off trouble in the financial services industry before it occurs....

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Financial planning

New research suggests one in four financial services firms running core systems on legacy technology....

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Financial planning

New Deloitte research reveals the increasing use of remuneration clawbacks for financial services executives but not for the upper-most echelon of management....

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Editorial

In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...

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Financial planning

A new survey reveals how financial services companies are ensuring they can actually claw-back salaries from executives....

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Financial planning

Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...

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Editorial

Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...

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Editorial

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

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Superannuation

APRA has signaled an important difference in view on superannuation fund governance to that expressed by the Federal Opposition and the Financial Services Council. ...

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Financial planning

Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...

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Policy & Regulation

Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 14 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 15 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago