FINANCIAL PLANNING

INDUSTRY NEWS

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

INDUSTRY NEWS

The Sydney law firm bringing a class action against the Commonwealth Bank of Australia on behalf of Storm Financial clients has asserted the bank is trying to exclude it ...

INDUSTRY NEWS

New APRA research has identified a wide disparity between the fees being paid by retail funds and not-for-profits for very similar services....

INDUSTRY NEWS

LGS Super has formed an in-principle agreement with EISS to offload its 50 per cent stake in FuturePlus Financial Services, subject to final due diligence....

INDUSTRY NEWS

New Towers Watson research has revealed Macquarie Group as the dominant player in terms of alternatives management for pension funds....

INDUSTRY NEWS

Aon merges with Hewitt to create global risk and human resources presence....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has put the spotlight on contracts for difference (CFD) due to the increasing popularity of this risky product...

INDUSTRY NEWS

Just days after the failure of its acquisition of Orchard Funds Management, Cromwell has moved to acquire the Qantas Sydney headquarters and to raise capital....

INDUSTRY NEWS

HFA Asset Management becomes Certitude Global Investments and looks to expand its offering and client base....

INDUSTRY NEWS

Macquarie has launched a mortgage product directly aimed at advisers....

INDUSTRY NEWS

ANZ introduces new services amid further research that many Australians do not believe they will have sufficient funds with which to retire....

INDUSTRY NEWS

The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...

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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 3 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 6 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...

4 weeks ago

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

2 weeks 4 days ago