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Financial planning
Following a number of staff departures since the start of the year, accounting firm WHK Group has made changes to its management structure....
Superannuation
Former Perpetual chief executive David Deverall has been appointed to head up Hunter Hall International....
Superannuation
SMSF administrator SuperGuardian has transferred its SMSF portfolio to Class Financial Systems' cloud-based administration platform, Class Super....
Superannuation
Superannuation funds will be required to adopt systems and processes that support new SuperStream data standards, APRA has said in a letter to super trustees....
Financial planning
The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Financial planning
Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...
Financial planning
Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....
Financial planning
Perpetual has reached a conditional agreement to sell Perpetual Lenders Mortgage Services to US-owned First American Financial International Property Services (Australia)...
Financial planning
Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....
Funds management
As the market continually fails to meet the highs of pre-2008, fed up retail investors are increasingly looking to equity hedge funds for higher returns, according to Aus...
Financial planning
Treasury Group has entered into a partnership agreement with Singapore based equity manager Octis Asset Management....
Policy & Regulation
Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....
Funds management
Mortgage aggregator Vow Financial has continued the growth of its wealth management offering with a new joint venture in Melbourne....
Superannuation
New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...