FINANCIAL PLANNING

INDUSTRY NEWS

Former Advance Asset Management boss Stephen Lam has re-emerged more than a year after leaving the St George group, accepting a newly created chief investment officer rol...

INDUSTRY NEWS

Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunit...

INDUSTRY NEWS

Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...

INDUSTRY NEWS

Independent platform provider Netwealth has added an employer sponsored superannuation option to its series of master trusts, while at the same time boosting the number o...

INDUSTRY NEWS

Boutique investment group Ausbil Dexia will allow retail investors direct access to the underlying stocks within its wholesale Emerging Leaders Fund after today announcin...

INDUSTRY NEWS

Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...

INDUSTRY NEWS

The Chinese wall between Deutsche Asset Management’s Paladin and Sentinel Australian listed property teams will come down next month, when the two merge....

INDUSTRY NEWS

Suncorp has signalled it expects to post a 13 per cent increase in pre-tax profit for its wealth management business for the six months to December 2004 and has upgraded ...

INDUSTRY NEWS

AXA Asia Pacific is continuing to set new share price highs today on the back of yesterday’s announcement that fund flows and new life business grew strongly for the 12 m...

INDUSTRY NEWS

The Association of Superannuation Funds Australia has called for further clarity in the Government’s proposed regulations covering fee disclosure relating to superannuati...

INDUSTRY NEWS

The Investment and Financial Services Association has welcomed a suggestion by the Minister for Administration and Finance, Nick Minchin, that he is in favour of abolishi...

INDUSTRY NEWS

Colonial First State has cut off one of the two main retail avenues to both its Developing Companies and Future Leaders funds, among a slew of changes affecting planners ...

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