EXECUTIVE DIRECTOR

Financial planning

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

image
Financial planning

Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....

image
Financial planning

Bravura Solutions recruits Minter Ellison’s Martin Deda as new CFO....

image
Financial planning

The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....

image
Financial planning

Almost half of Australians worry they won’t be able to uphold their current way of living due to growing cost pressures, a survey has revealed. ...

image
Superannuation

A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....

image
Superannuation

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

image
Policy & Regulation

AIOFP has called on the Federal Government to reintroduce an ownership disclosure regime and for the equal prosecution of executives who have overseen poor advice....

image
Financial planning

Yellow Brick Road moved to acquire non-bank mortgage manager Resi, partly thanks to a recent capital raising arrangement. ...

image
Financial planning

The Financial Planning Association’s (FPA) response to the Commonwealth Bank financial planning fallout has elicited a scathing retort from the Association of Independent...

image
Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

image
Superannuation

Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....

image
Financial planning

The financial services sector is dragging its feet when it comes to online business transactions, the Australian Bureau of Statistics (ABS) said....

image
Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

image
Editorial

While fixed income can still offer compelling value for advisers and investors, there are a few road traps to be mindful of, Ross Kent writes....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

12 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

14 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 13 hours 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 3 weeks 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 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago