CHANGES

Financial planning

Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...

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People & Products

Perpetual has announced changes to its leadership on the back of an internal promotion and the creation of a Chief Risk Officer role....

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Financial planning

ANZ chief executive, Shayne Elliott has declared that financial planners will be a key part of ensuring nothing appears to have changed following the bank’s disposal of i...

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Funds management

AMP Capital has repositioned its Australian Equities business and will no longer offer benchmark-aware, core Australian equities products....

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Superannuation

The superannuation industry has welcomed the Government’s measure to provide the ATO more funding for its SG taskforce to help crackdown on SG non-compliance....

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Funds management

Bloomberg has introduced a number of changes to the methodology for its AusBond Index family....

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Policy & Regulation

The Federal Treasurer, Scott Morrison has ruled out any changes to the rules around family trusts....

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Policy & Regulation

Regulatory reporting is not just about putting numbers in a box and financial firms need a robust plan as APRA is going through a huge cycle of reporting changes, accordi...

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Funds management

The board of Hunter Hall has put aside the company’s policy of paying out 100 per cent of net profit after tax as dividends in the face of jostling over the company’s fut...

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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...

6 days 14 hours 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...

6 days 15 hours 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 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 1 week ago