FINANCIAL PLANNING

INDUSTRY NEWS

The Count Financial Group has sought to reward its staff and franchisees with the allocation of more than eight million options at $0.40 a piece, worth a total of $3.26 m...

INDUSTRY NEWS

ABN Amro’s systems of research and analysis give the fund manager an edge over many of its competitors, the Assirt research group has claimed....

INDUSTRY NEWS

Sarah Brennan, Leonie Henry, Corinna Dieters and Colin Scully are the new Financial Planning Association (FPA) board members after the association’s members were called u...

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) today announced that the currently vacant role of deputy chief executive officer will be filled by NSP Buck execu...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has capped off a busy week after requesting an investment advisory group to notify clients regarding incorrect...

INDUSTRY NEWS

The proposed merger between financial planning technology company IWL and sharemarket information system provider Iress Market Technology has hit a stumbling block after ...

INDUSTRY NEWS

Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....

INDUSTRY NEWS

Boutique fund manager Investors Mutual Ltd (IML) will close off its Australian Smaller Companies Fund at the end of the month, in line with a desire to remain small and f...

INDUSTRY NEWS

Now Financial Services is attempting to migrate all multi-agents who use the financial planning dealer group across to broker representatives, a process it aims to comple...

INDUSTRY NEWS

The former chairman of the Financial Planning Association (FPA), Ray Griffin, has decided to leave the high profile Gunther Doyle Griffin planning group....

INDUSTRY NEWS

BRIDGES Personal Investment Services has signalled that it will be pursuing a major growth strategy over the next 18 months, aiming to build its planner numbers to 200, w...

INDUSTRY NEWS

With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...

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 2 weeks ago

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

1 week 2 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 3 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