FINANCIAL PLANNING

INDUSTRY NEWS

Focus Investment Management founder Stephen O’Brien has confirmed the boutique funds management house will cease business after only 18 months in operation....

INDUSTRY NEWS

Accounting and financial planning consolidator Investor Group has picked up another regional accountancy practice, this time entering an agreement to acquire a Tasmanian ...

INDUSTRY NEWS

Westpac’s online broking arm has outsourced to technology provider HP JDV in a deal which will see Westpac’s 90,000 online broking customers using HP JDV’s software to tr...

INDUSTRY NEWS

Traders on the Australian Stock Exchange (ASX) appear to be apprehensive about the re-opening of the New York Stock Exchange in less than 12 hours, and have dumped more t...

INDUSTRY NEWS

As part of its ongoing development of its bureau service, AM Corporation has stated that it will not be levying charges on the services despite originally planning to do ...

INDUSTRY NEWS

Royal and SunAlliance’s (R&SA) recently developed financial services division has placed Wayne Baker into the newly created position of national sales manager....

INDUSTRY NEWS

Online financial services group InvestorWeb (IWL) has struck a deal with Zurich Australia to purchase the latter’s subsidiary group, Accompli Technologies....

INDUSTRY NEWS

A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...

INDUSTRY NEWS

Minister for Financial Services Joe Hockey paid tribute to the Australian and global financial services industry this morning at the launch of the Securities Institute’s ...

INDUSTRY NEWS

Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....

INDUSTRY NEWS

Shockwaves from the attacks on the World Trade Center in New York have reached the Australian financial markets, with the Australian All Ordinaries plunging more than fou...

INDUSTRY NEWS

AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...

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....

1 week 6 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...

4 weeks ago

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

2 weeks 4 days ago