CHIEF EXECUTIVE

Life/Risk

Zurich Financial Services Group has launched a new product aimed at addressing the evolving complexity of international premium tax and licensing rules – the Multinationa...

Financial planning

IWL Limited has reached a significant milestone, announcing this week that its Portfolio Solutions division branded as Echelon Portfolio has surpassed $5 billion in funds...

Financial planning

Financial services provider DKN Financial Group has acquired a $2.55 million minority stake in South Australia financial planning firm Thornton Group....

Editorial

Less than half a year into her term as the chief executive of the Financial Planning Association, Jo-Anne Bloch has already proved she is prepared to listen to members an...

Editorial

Abstract Long...

Editorial

Abstract Long...

Editorial

Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....

Financial planning

Skandia intends to use its acquisition of Intech as a way of driving down fund manager costs on its platform by utilising the mandated structure of the Intech Investment ...

Financial planning

IOOF has given an indication of the roles that will be performed by it and Perennial under the new ownership structure going forward with the announcement that Perennial ...

Financial planning

National Australia Bank has potentially played out the final chapter in its ill-fated entry into the American mortgage market with HomeSide US....

Financial planning

Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....

Financial planning

The key message of the FPA presentation to the Parliamentary Committee conducting the inquiry into the Structure and Operation of the Superannuation Industry was the need...

Financial planning

Reverse mortgage operation Bluestone Equity Release has expanded into New Zealand, backed by funding from Westpac Institutional Bank....

Financial planning

Suncorp-Metway and Promina Group have confirmed they have entered into a merger implementation agreement that will see Suncorp purchase the whole of Promina for a price o...

Financial planning

In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 4 weeks ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 days 12 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks ago