CHIEF EXECUTIVE

Financial planning

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

Financial planning

Tail winds help BTIM to sail to record full-year result....

Life/Risk

Strong performances by Stockland’s commercial property portfolios have the company on track to surpass its 2014 earnings growth by up to 7.5 per cent per security in 2015...

Superannuation

SMSF retirees drawing more than the ‘comfortable’ income level should not become over-confident, a research paper warned....

Superannuation

While the typical SMSF couple at age 65 are in good stead for a comfortable retirement, big spending SMSFs have been warned against over-confidence, new research reveals....

Funds management

Global institutional investors are increasingly steering towards boosting returns for their clients, after years of trying to stave off high volatility and market uncerta...

Accounting

It is time to put aside traditional and sometimes negative perceptions of accountants and see them as integral to the development and growth of businesses....

Financial planning

Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...

Funds management

AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....

Financial planning

West Australia’s WA Super says it is now able to accept trans-Tasman tranfers from KiwiSaver accounts....

Financial planning

Energy Super launches web tool aimed at providing investment clarity to members....

Accounting

Findex chief executive rejects claim that Crowe Horwath purchase was to build its wealth business but was to establish accountancy beach-head...

Life/Risk

Australian commercial property is proving popular with South African investors with Investec closing a capital raising rights issue last week....

Financial planning

ASIC has cancelled the licence of Custom Wealth Solutions Dealer Services after the group entered into external administration earlier this year....

Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ...

5 months 4 weeks 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 ago

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

3 weeks 5 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 6 days ago