FINANCIAL PLANNING

INDUSTRY NEWS

If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....

INDUSTRY NEWS

Pauline Vamos is pleased to have won the title of most influential person of the year in financial services - not so much for herself, but because she represents the Aust...

INDUSTRY NEWS

FOR THE second year running Stephen van Eyk has secured a place in the Most Influential list, and deservedly so....

INDUSTRY NEWS

PAUL Clitheroe is a founding director of ipac securities. But to those outside the financial services industry, he is most widely known as the chief commentator for Chann...

INDUSTRY NEWS

CHIEF executive officer of the Financial Planning Association (FPA), Ken Breakspear, has twice won a place on Money Management’s list of Most Influential people....

INDUSTRY NEWS

John Hyslop, one of the key architects behind Colonial First State’s new ‘First Choice’ master trust, has joined IOOF in position of head of business development....

INDUSTRY NEWS

Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...

INDUSTRY NEWS

Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...

INDUSTRY NEWS

Former Commonwealth Bank (CBA) senior executive John Mulcahy has been appointed as managing director and chief executive officer of Suncorp Metway....

INDUSTRY NEWS

Accounting and financial planning consolidator Stockford has filled one of the vacancies on its troubled board with the appointment of Dan Payne as non-executive director...

INDUSTRY NEWS

Australia’s anti-money laundering agency, Austrac, has taken the step to recognise financial planners as legitimate ‘professionals’....

INDUSTRY NEWS

Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...

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 1 week 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 2 weeks ago

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

1 week 1 day 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 2 days ago

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

1 week 6 days ago