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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago