FINANCIAL PLANNING

INDUSTRY NEWS

An unnamed non-institutional buyer has made a bid to acquire Australian Financial Services Group....

INDUSTRY NEWS

Advisers should utilise the proposed overhaul of financial advice as an opportunity to review more than just their remuneration structure, according to Strategy Steps dir...

INDUSTRY NEWS

The Financial Ombudsman Service welcomes a Government announcement that Richard St John will examine a statutory compensation scheme....

INDUSTRY NEWS

Macquarie Wrap has created an online system that helps advisers keep track of their clients' super contributions and helps them avoid breaching their contribution caps....

INDUSTRY NEWS

Tower Australia has upgraded its Accelerated Protection life insurance platform to offer added protection, effective immediately....

INDUSTRY NEWS

Trust Company Limited has emerged from a transitional year still in the black and positioned well for growth....

INDUSTRY NEWS

Industry veterans Julie Rigoni and Peter Dawson have announced the launch of two offshore programs as part of The Freshwater Partnership’s offering to the Australian fina...

INDUSTRY NEWS

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...

INDUSTRY NEWS

The ACCC appears to have significantly over-estimated the impact on the Australian platforms market of NAB gaining control of AXA Asia Pacific....

INDUSTRY NEWS

Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....

INDUSTRY NEWS

ING IM launches two new funds as part of a renewed push into the wholesale investment market....

INDUSTRY NEWS

ING Australia has hinted at a shake-up of the $25 billion in investment mandates it has with ING Investment Management, with chief investment officer Stewart Bretnall sta...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 22 hours ago