FINANCIAL REPORTING

Financial planning

ASIC has issued its first update since the completion of the internal dispute resolution reporting deadline, sharing the percentage of first-time reports that were submit...

Funds management

The Treasury has opened a consultation on the final policy design of corporate climate-related financial disclosure requirements, outlining what companies and super funds...

Financial planning

A fourth financial services licensee has been pulled up in less than a month relating to financial reporting, as ASIC chair Joe Longo updates on its corporate regulator’s...

Platforms & wraps

The investment platform has issued its first financial results update following the sale of its international business. ...

Financial planning

WAM capital has reported an operating loss after tax of $91.5 million for the half year to 31 December, 2018....

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People & Products

ME Bank has looked to enhance its digital offerings via a five-year strategic relationship with Capgemini....

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People & Products

Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers in the Stockspot Partner Program....

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Financial planning

ANZ has continued its change in strategic direction, this time flagging the possible sale of its life insurance, advice and superannuation and investments businesses in A...

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People & Products

Avoka has launched a new analytics module to help financial institutions better understand account opening discontinuances....

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Financial planning

Write-off of fixed assets and an increase in income tax has seen Spring FG’s NPAT take a hit, which recorded a modest 7.9 per cent increase, according to its ASX announce...

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Funds management

Charter Hall has grown its funds under management by 29 per cent, while one of its funds outperformed the index over one, three and five years. ...

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Financial planning

ClearView Wealth Limited has posted a strong full-year result amid satisfaction with its industry disruptor strategy....

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Funds management

AMP Limited has posted a comparatively modest half-year result reflecting a higher claims experience and volatile investment markets....

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Financial planning

ANZ’s strategic repositioning delivers 24 per cent decline in cash profit to $2.8 billion amid more testing conditions....

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Financial planning

Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....

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MARKET INSIGHTS

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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...

1 week 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...

1 week 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 1 day 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 2 weeks ago