FINANCIAL SERVICES BUSINESS

Financial planning

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Financial planning

The Mercantile Mutual (Merc) name will disappear from March 1 when it will be rebranded under the name and logo of its Dutch parent company, ING....

Financial planning

St George has expanded its distribution reach with the purchase of a 5 per cent stake in Virtual Communities for $18 million....

Financial planning

Chase Ord Minnett has offloaded its Ord Minnett Strategic Investments (OMSI) subsidiary less than three months after the $200 million takeover of Ord Minnett by Chase Man...

People & Products

Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Financial planning

Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Financial planning

The high cost of life insurance transactions will see the global life companies packaging risk products with other products, says Association of Financial Advisers presid...

People & Products

Colonial International Financial Services boss Rob Garnsworthy has been named the replace-ment for Norwich managing director James McKenzie who left the group a few month...

Financial planning

About the Top 100 research Money Management commissioned KPI Research to create a list of the 100 biggest financial planning dealer groups in Australia, ranked by the num...

Financial planning

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

Financial planning

USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...

Financial planning

Former Money Management publisher Australian Financial Press has agreed to sell part of its publishing an on-line financial services business to listed investment group I...

Financial planning

Perth-based Precedent Financial Planning has bought KPMG's Western Australian financial planning arm, creating a new force with $400 million in combined assets under advi...

Financial planning

Colonial’s Australian Financial Services division has reported a profit of $212 million, up 38 per cent, for the year ending December 31, 1998....

Financial planning

After more than a year of searching, Davey Financial Management has found a buyer for its financial services business. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago