FINANCIAL SERVICES GROUP

People & Products

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

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Funds management

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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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...

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People & Products

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

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Financial planning

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

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Superannuation

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

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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...

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Financial planning

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

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Financial planning

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

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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 ...

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Financial planning

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

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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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Never miss the latest news and developments in wealth management industry

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 ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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 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