MERGERS AND ACQUISITIONS

Financial planning

A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

Financial planning

Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....

Financial planning

As smaller players in financial services look for scale, the larger institutional players have continued to consolidate. Mike Taylor reports....

Financial planning

Financial planning group Tynan Mackenzie has embarked on an acquisition trail, primarily targeting adviser practices intent on exiting the industry due to the increased c...

Financial planning

The Australian listed property trust (LPT) market has and continues to experience high levels of consolidation, Moody's Investors Service claimed today....

Financial planning

Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...

Financial planning

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....

Editorial

What was once an investment class largely ignored by Australian investors has now emerged as a market contender. KATE KACHOR examines the rise and future of hedge funds....

Financial planning

SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....

Financial planning

Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...

Financial planning

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Financial planning

Investec has made a further push into southern hemisphere financial services with the acquisition of a business in Australia and planned acquisition of a firm in South Af...

Financial planning

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

Financial planning

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago