US planners see merit in their own FPA
America's two top financial planning associations have announced plans to merge.The 17 International Association for Financial Planning (IAFP) has been...
America's two top financial planning associations have announced plans to merge.The 17 International Association for Financial Planning (IAFP) has been...
The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it...
National Mutual is to sell a wholesale superannuation master trust through independent advisers — the first time it has gone...
Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have...
The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years,...
The overwhelming majority of financial advisers know very little about wrap accounts.That is the finding of a recent survey of...
PolicyLink founder Bernard Kelly jetted off last week to open an office in South Africa. It will trade in life...
The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of...
Do you offer a housing loan service to your clients? Why/Why not?Australian Financial Services do not offer housing loan products...
ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
