AXA

Financial planning

AMP is looking to increase the number of Horizons Academy recruitments, with at least five intakes planned for 2012....

Funds management

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

Life/Risk

Individual disability business increased 13.6 per cent to $408 million in 2011, while individual lump sum risk business climbed 10.5 per cent to $1.11 billion, according ...

Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

Editorial

In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...

People & Products

Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....

Financial planning

AMP is helping AXA Financial Planning practices transition away from the AXA branding, a process which must be completed by March 2013....

Editorial

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

Financial planning

van Eyk has downgraded the AXA Wholesale Australian Equity Value Fund following the resignation of analyst Gates Moss from the fund's Australian manager, AllianceBernstei...

Financial planning

It is important when establishing a referral relationship between accountants and financial planners that they are properly matched - or there is the risk of the relation...

Financial planning

Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....

Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

Superannuation

Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...

Financial planning

All sectors of the retail financial services industry have had a tough September quarter, with overall funds under management (FUM) falling by $47 billion since June....

Financial planning

Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago