ASX

Financial planning

The Snowball Group has been requoted on the Australian Stock Exchange (ASX) after raising $2 million to fund the implementation of the group’s strategy, which includes in...

Financial planning

Fierce competition has developed between players seeking to launch the first product that incorporates the standards of the Investments and Financial Services Association...

Financial planning

Former ING Financial Planning chief executive Mark Spiers has announced his re-emergence in the industry by taking on the role of ASX FundConnect project director....

Financial planning

All Standard & Poor's ASX indices will move to a ‘free float’ model from October 1 this year to reduce portfolio turnover and increase portfolio stability, it was confirm...

Financial planning

OFM Investment Group, created out of the demutualisation of the Over 50s Mutual Friendly Society in July last year, has stated it will list on the Australian Stock Exchan...

Financial planning

BT Funds Management is the latest group to start up a fund in the increasingly popular small caps area, with the BT Australian Small Companies Fund launched this week....

Editorial

Financial services group Beacon Financial Services Limited has announced $1.764 million loss for the first half of this financial year....

Financial planning

Investors in Australian Plantation Timber’s managed investment schemes will still get their tax deductions now that the company has been rescued by Zurich Capital Markets...

Financial planning

Ausmaq’s development of its spoke-and-hub solution for IFSA’s MfundEC standard will not happen unless it wins support from more than 50 per cent of the financial services...

Financial planning

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Financial planning

Over 50s Mutual is now planning a full ASX listing in January, says chief executive officer Michael Rehak....

Financial planning

Over 50s Mutual is now planning a full ASX listing in January, says chief executive officer Michael Rehak....

Financial planning

Despite recent, sizeable purchases and a general downturn in the market InvestorWeb (IWL) has reported a further quarter of positive operating cash flow, shrugging off ca...

Financial planning

Beacon Financial Services has become the latest investment management business to suffer in the wake of a slowing economy and the September 11 tragedy in the US, announci...

Financial planning

Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...

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’...

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 12 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
moneymanagement logo