FINANCIAL PLANNING

INDUSTRY NEWS

The Federal Government has moved to review the financial market licensing regime in the context of not only high frequency trading but other changes in the financial serv...

INDUSTRY NEWS

Putting together binding financial agreements (BFA) for couples is an untapped area for financial planners, according to Peters McKeown director Tricia Peters....

INDUSTRY NEWS

Bloomberg has rolled out an App Portal that will act as a third party distribution channel for financial services software providers....

INDUSTRY NEWS

AMP has rolled out a series of enhancements to its North platform acquired as a result of its merger with AXA Asia Pacific....

INDUSTRY NEWS

Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....

INDUSTRY NEWS

Capital management group Shartru enters wealth management arena in Newcastle....

INDUSTRY NEWS

Independent cross-border transaction network Calastone this week announced that Goldman Sachs Asset Management had gone live on the network's order routing service for it...

INDUSTRY NEWS

Natural resource fund manager 90 West has announced receipt of a significant mandate from an industry super fund....

INDUSTRY NEWS

AMP-aligned dealer group ipac has announced it will bring the Tynan Mackenzie group, which was incorporated into AXA in 2006, under the ipac brand....

INDUSTRY NEWS

Boutique planners need to develop a specialised business model in order to compete against "mass service providers", says Next Step Financial Strategies partner Neil Whit...

INDUSTRY NEWS

ASIC action against Queensland-based SMSF advice companies results in measures impacting US-based companies....

INDUSTRY NEWS

The Commonwealth Bank has combined its adviser-focused Core Equity Services and Colonial Geared Investments offerings under the single banner of CommSec Adviser Services....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 3 weeks ago

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

3 months 4 weeks ago

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

6 months ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 weeks 3 days ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

4 weeks ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

2 weeks 2 days ago