FINANCIAL PLANNING

INDUSTRY NEWS

Former AGC managing director John Malouf has joined financial services group Stockford as its managing director and chief executive officer....

INDUSTRY NEWS

Assirt has released two separate ratings of Sandhurst Trustees and Norwich Union which looks favourably upon recent changes made at the respective fund managers....

INDUSTRY NEWS

Listed financial services group Challenger International has launched a new high yield fixed interest fund with a goal to significantly outperform traditional cash and fi...

INDUSTRY NEWS

The agribusiness industry will continue to show all the hallmarks of an immature branch of the investment industry unless it aligns itself with Australian equities rather...

INDUSTRY NEWS

ETHICAL investments still remain on the outer for financial planners despite frenzied activity in the ethical funds management marketplace last year and increasing invest...

INDUSTRY NEWS

Life insurance group Lumley has launched a new critical illness product in an effort to tackle the issue of the rising costs of trauma insurance....

INDUSTRY NEWS

Melbourne-based dealer group Glenhurst Corporation is expected to sign a joint venture with a significant accounting firm in the next few days as part of its expansion dr...

INDUSTRY NEWS

New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off the discontent of its ...

INDUSTRY NEWS

Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...

INDUSTRY NEWS

Tower Managed Funds has launched its first tax-effective Australian domiciled managed fund in New Zealand and is promising more will follow....

INDUSTRY NEWS

A small, boutique Melbourne-based fund manger has launched two Australian equity trusts using direct distribution....

INDUSTRY NEWS

Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...

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....

3 weeks ago

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

3 weeks 5 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 6 days ago