FINANCIAL PLANNING

INDUSTRY NEWS

The man responsible for establishing AMP’s salaried financial planning arm Grant O’Riley has left AMP to take over as managing director of IOOF financial planning arm Win...

INDUSTRY NEWS

Lend Lease Financial Services has announced new names for its financial planning businesses....

INDUSTRY NEWS

Buying managed funds via the Internet will become as common as buying shares via the Internet, according to research by Your Prosperity....

INDUSTRY NEWS

Mercantile Mutual will become one of the top three players in the Australian funds management industry if plans by the ING Group to buy Bridges Financial Services go ahea...

INDUSTRY NEWS

...

INDUSTRY NEWS

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

INDUSTRY NEWS

Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....

INDUSTRY NEWS

New Zealand’s rich are getting richer and poor are getting poorer and the gap between the two is increasing at a rate faster than anywhere else in the world...

INDUSTRY NEWS

Sealcorp has spun off research house Assirt in a complex deal with Bourse Data....

INDUSTRY NEWS

Fijian coup leader George Speight has been linked with the Wattle Group pyramid in-vestment scheme which lost more than $165 million of investor’s funds....

INDUSTRY NEWS

Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own....

INDUSTRY NEWS

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 3 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago