FINANCIAL SERVICES GROUP

Editorial

Macquarie Group has announced a 17 per cent increase in net profit of $851 million for the full-year ended 31 March....

Financial planning

Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....

Financial planning

Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....

Policy & Regulation

FSC chairman Peter Maher has raised concerns about the industry's ability to comply with FOFA and MySuper in the available deadlines when definitions are still not availa...

Superannuation

New report advocates tailoring SMSF advice to generational needs....

Financial planning

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

People & Products

Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....

People & Products

Australian Financial Services has appointed Danielle Nugent as regional manager for Victoria and Tasmania....

People & Products

Former AFS Group chief executive Pater Daly has joined one-stop-shop wealth management group Yellow Brick Road to aid its bid to recruit additional financial planning pra...

Financial planning

AMP Capital Asian Giants Infrastructure Fund acquires stake in Indian clean energy company....

Financial planning

The Australian Securities and Investments Commission has urged investors to avoid Connaught Investment Group....

Editorial

As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...

Superannuation

OneVue has announced the launch of a consumer platform designed for members of the financial services group MAP that will cater for self-directed investors....

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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