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FINANCIAL SERVICES GROUP

People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

Funds management

Macquarie has added international listed securities and domestic fixed income investment classes to its platform, Macquarie Wrap, following adviser demand for diversifica...

Financial planning

The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...

Financial planning

The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....

Financial planning

Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....

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...

People & Products

Long serving Macquarie executive Matthew Rady joins Iress in new global role....

Financial planning

EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...

Superannuation

Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

Financial planning

Advisers always have a keen eye on the performance of their business, aiming to determine where they should focus their efforts to have the biggest positive impact on the...

Financial planning

Aon Financial Services Group merged to create new single division...

Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

Editorial

In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...

Financial planning

Telstra Super Financial Planning signs up to Lonsec Retire....

Financial planning

A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

3 days 17 hours ago