FINANCIAL PLANNING

INDUSTRY NEWS

Former Tyndall investment director Doug Little has emerged as the chief of new boutique funds management group Constellation Capital Management....

INDUSTRY NEWS

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

INDUSTRY NEWS

Independent financial planners remain the number one choice for consumers looking for financial advice, according to the recent Challenger International/ Assirt Invest-me...

INDUSTRY NEWS

AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....

INDUSTRY NEWS

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange....

INDUSTRY NEWS

The Vanguard Group’s 500 Index Fund has become the second managed fund to reach the US $100 billion mark in assets under management, according to Bloomberg....

INDUSTRY NEWS

St George Bank has launched its second venture capital fund with the release of a $64 million wholesale pooled development fund focussing on the booming technology and In...

INDUSTRY NEWS

Financial services giant AMP will use its' network of planners and advisers across the country to help attract customers to a new loan product offered by the banking arm,...

INDUSTRY NEWS

Mercantile Mutual has embarked on an aggressive growth strategy for its financial planning business....

INDUSTRY NEWS

Macquarie’s financial planning boss Robyn FitzRoy has ruled out acquiring finan-cial planning dealer groups to bolster its adviser numbers....

INDUSTRY NEWS

In a sign which indicates the improving financial environment in Asia, Japan has taken the third position among the world's biggest managed fund markets while the US and ...

INDUSTRY NEWS

Swiss Re, one of the biggest reinsurance groups in the world, has purchased US-based Underwriters Re, the property and casualty reinsurer of Alleghany Corp, for $US725 mi...

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’...

2 months ago

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

2 months 4 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...

3 months 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....

1 week 1 day ago

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

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 6 days ago
moneymanagement logo