PLATFORMS

Financial planning

New fund to tap undervalued companies for income streams....

People & Products

New recruit to provide specialist personal insurance and distribution support....

Financial planning

Fee cap, rewards program aim to combat falling FUA....

Financial planning

Reports declining FUA but asserts positive profitability and positioning....

Financial planning

Declining markets hit Plan B FUMA but Affinity program gains traction....

Financial planning

Perpetual adds 15 new funds....

Financial planning

Perpetual updates WealthFocus platform to provides tax advantages....

Superannuation

Purchase raises Perpetual’s profile in SMSF administration....

Funds management

Two executives appointed to leadership roles....

Editorial

The recent suspension of redemptions and proposed restructurings of some unlisted property funds will bring more pain to investors and advisers, but it should not be a su...

Financial planning

New adviser designation in the pipeline....

Financial planning

New adviser designation in the pipeline....

Financial planning

Platform market share battles continue....

Financial planning

Platform market share battles continue....

Financial planning

Time efficient solutions for advisers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 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...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago