FINANCIAL PLANNING

INDUSTRY NEWS

Planners may be climbing aboard the ethical investment bandwagon in greater numbers, but they remain conservative about giving ethical investments a high profile in their...

INDUSTRY NEWS

Charles Schwab has announced a second round of job cuts in the US, with the axe planned to fall on more than 2000 jobs, or at least 9 per cent....

INDUSTRY NEWS

Objectmastery’s jaunt into the UK market has paid off for the group with it’s UK wrap account Transact attracting more than $200 million of funds under administration....

INDUSTRY NEWS

Tower Asset Management will expand its socially responsible investments (SRI) offering after it has struck a deal with international SRI manager Storebrand....

INDUSTRY NEWS

BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....

INDUSTRY NEWS

The financial services industry has been given an extra six months to prepare for the Financial Services Reform Bill (FSRB), after a starting date of 11 March, 2002, was ...

INDUSTRY NEWS

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

INDUSTRY NEWS

Challenger has signed off the year to June 30 on a positive note with an after tax profit increase of 91 per cent....

INDUSTRY NEWS

AMP has responded to media speculation that it has been in discussions regarding a merger with the National Australia Bank....

INDUSTRY NEWS

Towers Perrin will supply investment advisory services for the Commonwealth Bank Group after being appointed asset consultants for the banking group....

INDUSTRY NEWS

Rothschild and ING have become the latest major name fund managers to join the long line of managers embracing ethical investments....

INDUSTRY NEWS

Macquarie has rolled the latest development of its wrap account which it claims will negate the need for do it yourself (DIY) superannuation funds....

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 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 3 days ago

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

3 weeks 1 day ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 2 days ago