FINANCIAL SERVICES COMPANIES

Policy & Regulation

The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....

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Financial planning

Australian financial services companies will have an opportunity to access Asian investors at the fifth Asian Financial Forum in Hong Kong....

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Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

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Editorial

The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...

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Financial planning

As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...

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Life/Risk

Pressure to consolidate superannuation accounts could cause Australians to risk losing valuable insurance policies, Maurice Blackburn lawyers have warned....

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Policy & Regulation

European financial services companies are concerned about the imposition of a tax on financial transactions to fund European debt....

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Financial planning

Several financial planners have called for due process to be instituted to give advisers the ability to appeal against a determination brought against them by the Financi...

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Financial planning

New research suggests retirement products that offer guarantees may not justify their own cost....

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Financial planning

Three new categories have been added to this year’s Money Management Fund Manager of the Year Awards, with the inclusion of Best Advertising Campaign of the Year, M...

Financial planning

ASIC clarifies the rules around the use of the Internet for documentation such as SOAs and PDSs, but with caveats....

Financial planning

Australian and New Zealand financial services companies have lost $273 million to external fraudsters since 2008, according to the latest KPMG Fraud and Misconduct Survey...

Funds management

Boutique fund managers are finding the current environment challenging, particularly those without institutional backing, according to Eight Investment Partners’ ch...

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Financial planning

Australian financial institutions are still under represented in emerging Asian markets, while merger and acquisition activity is set to increase globally....

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Financial planning

Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 2 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 21 hours ago
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 6 days 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 2 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 2 weeks ago