FINANCIAL PLANNING

INDUSTRY NEWS

Professional Investment Services has appointed ex-Bartercard CEO David Johnstone as its new chief executive....

INDUSTRY NEWS

Potential acquisitions of AFS Group, Total Financial Solutions and Professional Investment Services are still in the wings....

INDUSTRY NEWS

Perpetual uses market update to reaffirm earnings guidance and points to its non-commissions-based model....

INDUSTRY NEWS

Annually rebalancing model portfolios incurs an average cost of 0.05 per cent in terms of the buy/sell spread, according to Zenith Investment Partners....

INDUSTRY NEWS

New research reveals the degree to which environmental, social and governance issues have gained traction in the minds of investors....

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking from a Brisbane-based auditor and suspended him for 18 months amid concerns he acted in breach of various auditing standards....

INDUSTRY NEWS

The ATO's offer of reduced penalties in exchange for the full disclosure of undeclared offshore income will close next week....

INDUSTRY NEWS

The Federal Opposition claims to have been inundated with expressions of concern from small business financial planners over the Government's Future of Financial Advice c...

INDUSTRY NEWS

AMP Financial Planning claims validation of its strategy on the back of growing planner numbers and higher productivity....

INDUSTRY NEWS

High-net-worth investors have regained trust in their advisers, but that trust comes with an ever increasing level of scrutiny....

INDUSTRY NEWS

A Financial Wisdom adviser is challenging CommInsure over its rejection of his trauma claim. ...

INDUSTRY NEWS

Australia's population of high-net-worth individuals has risen by 34.4 per cent to 173,600, according to Merrill Lynch Global Wealth Management and Capgemini’s latest Wor...

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 3 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 4 weeks ago

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

8 months ago

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

2 weeks 5 days ago

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

3 weeks 3 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 4 days ago