FINANCIAL PLANNING

INDUSTRY NEWS

Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....

INDUSTRY NEWS

AiC Worldwide is proud to be working with Money Management to bring you the Financial Planning Solutions Summits in 2000....

INDUSTRY NEWS

A swag of fund managers have unleashed technology based funds in recent weeks in the wake of Colonial’s hugely successful offering....

INDUSTRY NEWS

A Melbourne e-commerce company has launched what is believed to be the UK’s first wrap account and signed up 15 dealer groups to use the new service....

INDUSTRY NEWS

Research house InvestorSource has slapped a hold recommendation on Mercantile Mutual's Small Cap Australian Share Funds following the recent departure of Greg Dearden....

INDUSTRY NEWS

The Royal & SunAlliance group will not rule out further acquisitions, following the purchase of the remaining 40 per cent of master trust group Connelly Temple....

INDUSTRY NEWS

Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....

INDUSTRY NEWS

The updated policy on master trusts and wraps will also have a positive impact on smaller operators, according to one of them....

INDUSTRY NEWS

The Victorian government is to embark on an aggressive campaign to launch the state as major centre for financial services....

INDUSTRY NEWS

Australian fund managers are beginning to cash in on investor exuberance in technology-related stocks. Jason Spits wraps up the dash for cash run by our biggest fund mana...

INDUSTRY NEWS

Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...

INDUSTRY NEWS

Superannuation and insurance sales in Colonial’s Australian Financial Services division (AFS), which includes financial planning and banking operations, rose 120 per cent...

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 4 weeks ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 6 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 4 days ago

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

3 weeks 5 days ago