JOINT VENTURE

Financial planning

The Federal Court has issued consent orders that Refund Home Loans and its director, Wayne Ormond, made false and misleading statements to franchisees, according to the A...

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Financial planning

More than 1,000 investors have found themselves tied up in property development schemes that have been identified as illegal....

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Financial planning

Financial planners would be wise to draw up a kind of 'pre-nuptial' agreement with other service providers they are keen to engage in a joint venture, according to Gold S...

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Financial planning

Iscope managing director Craig Michilis will become a partner in the merged group and will lead a team offering permanent and contract recruitment in operations and custo...

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Financial planning

Financial Facts will stop providing research to ING-aligned dealer groups at the end of this year....

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Financial planning

Will create global listed real estate and infrastructure group with Brookfield Investment Management....

Financial planning

AUI launches joint venture with Asian equities boutique fund manager Seres Asset Management....

Superannuation

MAP focusing on right mix of active equity managers in preparation for future market environment....

Financial planning

City Pacific has lost control of its First Mortgage Fund following a Federal Court ruling that appointed Trilogy Funds Management as responsible entity....

Financial planning

Credit Agricole and Societe Generale have cemented the asset management partnership they first announced in January....

Financial planning

Dealer group Financial Services Partners to release book on how to navigate a period of unemployment....

Funds management

Morgan Stanley and Citi Group have formed a new global wealth management joint venture that will have a significant presence in Australia....

Financial planning

Property group Landmark White will suffer trading loss this financial year....

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Financial planning

Trust Company Limited, which operates in both retail and institutional sectors, is standing its ground in difficult market conditions....

Funds management

CBus acquires one-third interest in property....

 

MARKET INSIGHTS

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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 1 day 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 1 day 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 2 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 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