FINANCIAL PLANNING

INDUSTRY NEWS

Chase Ord Minnett has offloaded its Ord Minnett Strategic Investments (OMSI) subsidiary less than three months after the $200 million takeover of Ord Minnett by Chase Man...

INDUSTRY NEWS

Mercantile Mutual has unveiled a 48 per cent growth in net profit in the year to September 30 to $174 million, thanks to its fast growing funds management and life insura...

INDUSTRY NEWS

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

INDUSTRY NEWS

The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...

INDUSTRY NEWS

Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....

INDUSTRY NEWS

The Commonwealth Bank has begun the integration of Colonial’s 800 financial advisers into its structure by marrying both groups’ bank-based planning operations....

INDUSTRY NEWS

Educators in the financial planning industry have banded together to form the Financial Planners Education Association (FPEA). ...

INDUSTRY NEWS

...

INDUSTRY NEWS

Australia’s first account aggregation or screen scraping service has hit a snag....

INDUSTRY NEWS

Life insurance companies will not require policy holders to undergo genetic testing under a ruling delivered by the Australian Competition and Consumer Commission (ACCC) ...

INDUSTRY NEWS

Global research group Standard & Poors is to take on Australia’s three research houses after finalising a deal with research group Investment Data Technologies (IDT)....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 6 hours ago
moneymanagement logo