FINANCIAL PLANNING

INDUSTRY NEWS

Active portfolio management does not add value while index funds offer a better option according to Vanguard group director and Princeton University Professor of Economic...

INDUSTRY NEWS

Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...

INDUSTRY NEWS

ASB Bank has announced plans to merge the life businesses of Sovereign and Co-lonial New Zealand creating the country’s largest life company with $460 million of annual p...

INDUSTRY NEWS

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief invest-ment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his U...

INDUSTRY NEWS

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

INDUSTRY NEWS

Macquarie Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a website to customers on the week...

INDUSTRY NEWS

Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...

INDUSTRY NEWS

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

INDUSTRY NEWS

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

INDUSTRY NEWS

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

INDUSTRY NEWS

Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....

INDUSTRY NEWS

Financial planning groups, Bleakleys and Advisor are undergoing a major restructure that could see the two merging and a number of the practices spinning off into other g...

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 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo