FINANCIAL PLANNING

INDUSTRY NEWS

Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....

INDUSTRY NEWS

The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such ...

INDUSTRY NEWS

AMP and Clime Investment Management have shared how they are harnessing the power of social media to help the firms reach a younger demographic and increase brand awarene...

INDUSTRY NEWS

The number of Australian individuals with more than US$10 million in assets has passed 42,000, rising by 3.9 per cent over the past year....

INDUSTRY NEWS

A former Northern Territory financial adviser has received a seven-year ban from ASIC, having been convicted of supplying dangerous drugs and receiving or possessing the ...

INDUSTRY NEWS

Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence....

INDUSTRY NEWS

The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....

INDUSTRY NEWS

Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...

INDUSTRY NEWS

Fidelity research has found cost is the main barrier deterring women from seeking financial advice, while 43 per cent are worried about finding someone they can trust....

INDUSTRY NEWS

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

INDUSTRY NEWS

Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....

INDUSTRY NEWS

Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago