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Funds management

Treasury Group is expected to increase its stake in Northern Lights Capital Group following a successful capital raising which was oversubscribed by more than five times ...

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Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

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Financial planning

Australian banking customers are being charged six times more than they think is fair, prompting an eleventh hour call for overcharged NAB customers to join a class actio...

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Financial planning

Financial services brands that have lost the trust of the public may struggle to get it back, with consumers “switching off” when they see their ads. ...

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Superannuation

Recently introduced penalties are ensuring fewer SMSFs are falling foul of the law, however, there has been a spike in borrowing breaches, new research reveals....

Superannuation

Super funds rounded out last year with higher than expected gains, bringing the five year median growth rate to eight per cent, according to SuperRatings. ...

Financial planning

Non-major lenders dominated the home loan market in January and notched up the highest proportion of home loans since the GFC, mortgage broker AFG revealed....

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Financial planning

Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....

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Superannuation

The domination of industry super funds in the modern award system has left virtually no market for higher performing, lower fee funds, according to the Financial Services...

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Financial planning

Business confidence dropped to its lowest level in December 2014 since August 2011, down 14.4 per cent from November to 105.3....

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Funds management

Better trading conditions and the lower Australian dollar have seen Macquarie upgrade its results forecast....

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Financial planning

WAM Capital offers existing investors a share purchase opportunity....

Superannuation

New survey reveals strong support for at least one-third independent directors on superannuation fund boards....

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Financial planning

The big four banks lag behind the smaller ones with a customer satisfaction rate of 67.6 per cent compared to smaller banks’ 72.2 per cent, Roy Morgan research found....

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Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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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 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 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 1 day 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 1 week 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