FINANCIAL PLANNING

INDUSTRY NEWS

Dealer group Fortnum Financail Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager. ...

INDUSTRY NEWS

BNY Mellon IM joins with Standish Mellon AM to launch locally-registered Global Fixed Income Fund. ...

INDUSTRY NEWS

SSgA boosts its Intermediary Business Group with appointment of new head. ...

INDUSTRY NEWS

ASIC chairman, Greg Medcraft admits ambiguity led to CommFP client compensation failures, but claims the bank was not “upfront”....

INDUSTRY NEWS

The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....

INDUSTRY NEWS

Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...

INDUSTRY NEWS

Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....

INDUSTRY NEWS

Findex makes second advisory group acquisition ...

INDUSTRY NEWS

Australian banks have been identified as key long term players in establishing our national economic success....

INDUSTRY NEWS

Penalties for financial planners who breach the law are not severe enough, the Australian Securities and Investments Commission believes....

INDUSTRY NEWS

Planning practice acquistions have been boosted by the entrance of more lenders with planners taking advantage of stable prices....

INDUSTRY NEWS

One of Fidante Partners’ boutique fund managers is set to disband after more than eight years in the market, Money Management understands. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 3 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 2 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 4 days ago