NEWS

Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....

Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...

Phil Guest solved his succession planning problems by simply giving away shares in his financial planning practice. He decided that, while there were successors to his bu...

The world has experienced one of the worst bear markets on records with dramatic falls in all the major global exchanges in the past year....

Investors should seek a minimum return of 12 per cent from agribusiness projects to cover the risk factors, says van Eyk Capital director David Marshall....

Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...

The end of the year is usually a time to look back and examine how far we have come in the last year and to do so this year is a fascinating exercise....

Over the past month, ING Australia has retrenched close to100 people across the board following an overall reorganisation of the business....

Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...

The liquidators of Harts Australia have called for further investigations into the group following news it may have continued trading well after the group was deemed inso...

Saxby Bridge Financial Planning will next year appeal the decision made by the Australian Securities and Investments Commissions (ASIC) to revoke its securities dealer li...

Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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