Financial Planning

Listed insurance brokerage OAMPS has entered the financial planning business through the acquisition of Melbourne-based PSB Financial Services.Listed insurance brokerage...

QBE Insurance has made a second tilt at British insurance group Limit, with a $900 million cash offer.QBE Insurance has...

Deloitte Touche Tohmatsu has beefed up its financial services presence in Australia and Asia, announcing a merger with Trowbridge Consulting.Deloitte...

Share market listings rose 138 per cent last year as technology stocks flooded the boards of the Australian Stock Exchange.Share...

Tower Trust has sent a letter to advisers confirming that up-front and trailing commis-sions will be increased by up to...

It’s official —Australian financial planners are heavy users of technology.It’s official —Australian financial planners are heavy users of technology.A survey...

Colonial has finally offloaded its United Kingdom life insurance and pensions business to Swiss insurance group Winterthur for $891 million.Colonial...

The Australian Securities and Investments Commission (ASIC) has banned Sydney-based finan-cial adviser Howard Owen for two years.The Australian Securities and...

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the...

Wholesale fund manager UBS Asset Management (UBSAM) has lowered the entry figure for access to its funds while also introducing...