FINANCIAL PLANNING

INDUSTRY NEWS

Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...

INDUSTRY NEWS

The privacy of clients within superannuation funds is under threat as trustees of super funds will be legally forced to share confidential information regarding clients’ ...

INDUSTRY NEWS

A leading investment management association and a high profile life insurance association in Europe have joined together to voice opposition to the proposed introduction ...

INDUSTRY NEWS

Norwich Union head of distribution Allan Griffiths will become the new chief executive officer of the group when Rob Garnsworthy, who has held the role since August 2000 ...

INDUSTRY NEWS

Mercer Investment Consulting is set to produce publicly available fund manager and product ratings, a move that could see the group in direct competition with the likes o...

INDUSTRY NEWS

The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...

INDUSTRY NEWS

Ratings-house Assirt has awarded Barclays Global Investors’ (BGI) new Hedged International Share Fund a four star rating after the fund’s launch this week....

INDUSTRY NEWS

IWL’s attempted takeover of Sanford Securities has failed to gain majority support of the Perth-based broking firm’s shareholders with Friday’s looming deadline for accep...

INDUSTRY NEWS

Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...

INDUSTRY NEWS

Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...

INDUSTRY NEWS

APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...

INDUSTRY NEWS

Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...

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