Search Page

Displaying results 161481 - 161500 of 185315

 

Praemium have this morning announced profits of $14.7 million, recording a 35 per cent increase on revenue in their fiscal results for the first half of the 2015-16 finan...

Funds management • 9 February 2016

Colonial First State (CFS) has launched a new mobile app which it claims will help financial advisers provide better service for their clients....

Financial planning • 9 February 2016

Investec Australia takes stake in crowd-funding venture as the Government lays regulatory framework to facilitate improved access to the model....

Funds management • 9 February 2016

An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....

Financial planning • 9 February 2016

Synchron and AIA have come together to create a fixed term level product to meet the changing needs of advisers and clients....

Financial planning • 9 February 2016

New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....

Funds management • 9 February 2016

The Government has been urged to consider changes to the Transition to Retirement pension regime because current arrangements unduly favour high income earners....

Superannuation • 9 February 2016

A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....

Financial planning • 9 February 2016

Homesafe founder, Peter Szabo elected as chairman of SEQUAL, who succeeds John Thomas, who will become deputy chairman....

People & Products • 10 February 2016

Contango Asset Management adds further depth to the team with the appointment of equity analyst, Richard Ivers....

People & Products • 10 February 2016

Perpetual Corporate Trust has recruited State Street’s Hugh Treweeke as Head of RE Services....

People & Products • 10 February 2016

KPMG has acquired technology consultancy, Markets IT, as it builds out its capital markets strategy....

People & Products • 10 February 2016

Willis chief executive, Tony Barber, has been appointed to head merged group, Willis Towers Watson....

People & Products • 10 February 2016

An Olympian has called for men in financial services industry to help champion and mentor women in the industry as they are not seen in representative numbers....

Financial planning • 10 February 2016

US expats should seek financial advice before renouncing their citizenship in response to the Foreign Account Tax Compliance Act....

Financial planning • 10 February 2016

Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through XPLAN....

Financial planning • 10 February 2016

Over 50 per cent of Aussies would consider breaking up with their partner if they knew their partner was in a bleak financial situation, according to a survey....

Financial planning • 10 February 2016

TAL has launched Health Sense: Fit for Life, which will provide discounts to clients who make sensible health decisions....

Life/Risk • 10 February 2016

Retaining valued accounting staff is proving to be the biggest challenge facing finance chiefs in Australia, a survey reveals....

Accounting • 10 February 2016

Positive Wealth Management division outcomes have helped drive the Commonwealth Bank to a $4.8 billion half-year result....

Financial planning • 10 February 2016
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 6 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
Powered by MOMENTUM MEDIA
moneymanagement logo