AGREEMENT

Funds management

Equity Trustees has announced it has entered into agreements with Colonial Mutual Life Assurance Society, in a move which will see its total funds under supervision incre...

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Superannuation

There’s a new kid on the superannuation block with Mercer and Kogan.com announcing this morning that they will together launch a new “no frills, ultra-low fee” super fund...

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Funds management

An Investa Commercial Property Fund subsidiary has entered an agreement with Macquarie Real Estate Investment relating to the Investa management platform....

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Financial planning

CountPlus has finalised a new agreement with leading Xero Limited, under which all existing member firms will now gain access to Xero cloud software....

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Financial planning

The Financial Services Council has welcomed the launch of negotiations with the Council of the European Union to create an Australia-EU free trade agreement....

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Funds management

DomaCom has signed a deal with Domain under which it will integrate the full suite of Domain property listings into its crowdfunding platform....

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People & Products

Yellow Brick Road Group customers will be offered Suncorp’s Vero general insurance products as the result of a new agreement between the two companies....

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Financial planning

Praemium has signed Perth-based financial planning and investment manager Merchant Group as its first client for a new administration service....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago