BROKING

People & Products

Broking platforms SelfWealth and OpenMarkets have announced they will continue their partnership for a further three years, having first joined forces in 2017....

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People & Products

Euroz and Hartleys have announced they have entered into a binding bid implementation agreement under which Euroz has made an off-market takeover offer to acquire 100% of...

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Funds management

Rather than being deterred by last year’s fourth quarter, more Australian investors continued to trade, according to Investment Trends’ Online Broking Report....

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People & Products

Private equity player Envest has helped in the formation of a new national insurance broking group, Aviso Group Pty Ltd....

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Financial planning

ASIC has permanently banned a former NSW insurance company director, Timothy Pratten, from providing financial services and from engaging in credit activities....

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MARKET INSIGHTS

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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