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INDUSTRY NEWS
Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...
INDUSTRY NEWS
Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...
INDUSTRY NEWS
Banking and financial institutions have drawn over 48,000 new Facebook fans on average since February - but still figure the worst in engagement when it comes to other in...
INDUSTRY NEWS
The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...
INDUSTRY NEWS
An audit report confirms that getting a review of adverse debt relief from the ATO is possible, but only if you read the fine print....
INDUSTRY NEWS
Only weeks after WB Financial cancelled its AFSL and folded into CBA-owned Financial Wisdom, another business has come forward with a similar move. ...
INDUSTRY NEWS
Westpac has reached its self-appointed target of boosting females in senior leadership positions to 40 per cent, according to WGEA....
INDUSTRY NEWS
Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...
INDUSTRY NEWS
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
INDUSTRY NEWS
Lonsec’s national sales manager has left his role at the company due to differences regarding marketing and distribution. ...
INDUSTRY NEWS
ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....
INDUSTRY NEWS
Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...