FINANCIAL PLANNING

INDUSTRY NEWS

High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...

INDUSTRY NEWS

Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...

INDUSTRY NEWS

Investors will start going back to mortgage funds once they get over the noise and remember that the problems of the last 18 months were not the underlying assets, accord...

INDUSTRY NEWS

Responsible Investment skills are becoming career essentials for financial services industry professionals around the globe, according to the Responsible Investment Acade...

INDUSTRY NEWS

There have been several new hires at AMP Capital Investors’ fixed income team, with the appointment of Sonia Baillie as the senior portfolio manager, and the recrui...

INDUSTRY NEWS

NAB's determination to acquire AXA Asia Pacific reflects not only the potential threat posed by a larger and more aggressive AMP but also, as Mike Taylor reports, a degre...

INDUSTRY NEWS

ACCC chairman Graeme Samuel has stood aside from the NAB/AXA merger because of fallout from family shareholdings. ...

INDUSTRY NEWS

Genesys Wealth Advisers has overhauled its underperforming model portfolio, acknowledging exposure to problematic funds....

INDUSTRY NEWS

DKN has foreshadowed further growth on the back of a solid profit result. ...

INDUSTRY NEWS

Reserve Bank Governor Glenn Stevens has warned against the finance industry becoming too aggressive. ...

INDUSTRY NEWS

Standard & Poor's Fund Services (S&P) has placed the ING Emerging Companies Trust on hold following the resignation of lead portfolio manager Sinclair Currie, who will be...

INDUSTRY NEWS

The lack of coordination of global financial markets reform is a key concern, according to Global Value Investors’ senior equities analyst Matthew Hegarty....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago