FINANCIAL PLANNING

INDUSTRY NEWS

With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...

INDUSTRY NEWS

Mortgage brokers in Australia are continuing to write a substantial segment of the entire home loan market, according to the most recent study of the top 16 aggregators i...

INDUSTRY NEWS

Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....

INDUSTRY NEWS

Three of Australia’s four major banks have won places in a global list of the top 100 most valuable global brands of 2013....

INDUSTRY NEWS

Charitable investment funds act like banks so they should be regulated as such, according to ASIC....

INDUSTRY NEWS

The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....

INDUSTRY NEWS

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

INDUSTRY NEWS

The Salisbury Group (TSG), a planning business with 50 planners, has gone into administration following the recent closure of Australian Financial Services (AFS). ...

INDUSTRY NEWS

The board of The Trust Company has continued to support Perpetual’s takeover offer for the group, denying Equity Trustees (EQT) the due diligence access it had requested ...

INDUSTRY NEWS

Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...

INDUSTRY NEWS

A British Virgin Islands-based company has consented to Federal Court orders preventing it from selling shares and providing financial services in Australia....

INDUSTRY NEWS

Colonial First State (CFS) has added five new investment options to its FirstChoice platform....

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 1 week 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 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 1 day ago

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

1 week 5 days ago