FINANCIAL PLANNING

INDUSTRY NEWS

Garrisons founder John Sikkema will be vacating the managing director position of the Challenger-owned group and will move to executive chairman, which will herald in Kim...

INDUSTRY NEWS

Portfolio Partners’ High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period....

INDUSTRY NEWS

As much as US advisers would love exclusive rights to the financial intermediary needs of all Americans, the reality is that with a fast-growing and profitable customer b...

INDUSTRY NEWS

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...

INDUSTRY NEWS

Tower has created Tower CU Alliance (TOCUA), a new business to channel its wealth creation products into the more than three million strong member base of Australian cred...

INDUSTRY NEWS

Salomon Smith Barney (SSB) and UBS Warburg have picked up a number of the Merrill Lynch private client brokers who found themselves facing redundancy when the operation w...

INDUSTRY NEWS

ASIC has advised those applying for new licences under the new Financial Sector Reform Act (FSRA) to be prompt and use the electronic application service provided on the ...

INDUSTRY NEWS

More than 51,000 clients have made the move from online broker Charles Schwab to its competitor TD Waterhouse after the former announced it was pulling out of the local m...

INDUSTRY NEWS

The term retail means less now than what it did five years ago....

INDUSTRY NEWS

There is rumblings of a revolution in wholesale funds management, as the sector begins to build a path between itself and retail investors....

INDUSTRY NEWS

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

INDUSTRY NEWS

Fund managers can breathe a sigh of relief now that the Securities Commission has decided not to review their practices, however financial planners aren't so lucky...

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 3 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....

2 weeks 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...

4 weeks 1 day ago

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

2 weeks 5 days ago