FINANCIAL PLANNING

INDUSTRY NEWS

ipac Equity Partner’s wins Dealer Group of the Year Award based on the positive perceptions created by its business model....

INDUSTRY NEWS

ANZ gears up for growth in the wealth sector by appointing former St Andrews boss John Van Der Wielen to head up its wealth management business....

INDUSTRY NEWS

A strong local economy and natural optimism means that almost nine out of 10 Australians are satisfied or very satisfied with their lives, according to the latest AMP.NAT...

INDUSTRY NEWS

Van Eyk Research has issued itself a glowing mid-year report card, celebrating what it regards as a strong performance....

INDUSTRY NEWS

Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....

INDUSTRY NEWS

The majority of emerging market funds rated as part of the latest Standard & Poor's (S&P) sector review have maintained three stars due to their managers' relative inexpe...

INDUSTRY NEWS

The Greek debt crisis has revealed broader flaws in the European monetary union, according to respected academic and historian Niall Ferguson. Ferguson is visiting Sydney...

INDUSTRY NEWS

The directors of IRIS Financial Group are seeking a partner or parent to buy into their business....

INDUSTRY NEWS

Litigation funding firm IMF Australia will fund claims on behalf of certain local councils against Local Government Financial Services, ABN Amro Bank and McGraw-Hill Inte...

INDUSTRY NEWS

Wollongong law firm Maguire and MacInerney is investigating allegations of negligent financial advice against a number of advice firms, one of which is Tarrants....

INDUSTRY NEWS

Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...

INDUSTRY NEWS

A growing number of advisers are adjusting their models to deliver risk advice, and that is corresponding with an increase in the use of tele-underwriting services, accor...

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 3 weeks ago

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

1 week 3 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 4 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 1 day ago