WEALTH MANAGEMENT

Financial planning

Melbourne-based wealth management firm MEDIQ Financial Services has become the latest firm to join the Focus Financial Partners partnership....

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Financial planning

AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....

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Policy & Regulation

The Federal Treasury has delivered only vague answers to Parliamentary questioning about the future funding of the Financial Adviser Standards and Ethics Authority....

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Financial planning

Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....

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People & Products

Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....

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Funds management

The transformation of AMP will be a three-year process as the firm seeks to regain client trust, according to chief executive Francesco de Ferrari....

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Financial planning

‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...

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Financial planning

A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...

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Financial planning

The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...

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Policy & Regulation

The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....

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Policy & Regulation

The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....

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Financial planning

Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....

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Financial planning

Financial technology company GBST has seen pre-tax profits rise by 80 per cent to $14 million for the full year 2019....

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Financial planning

With the Commonwealth Bank’s planned exit from Financial Wisdom and the sale of Count Financial, all eyes have turned to the future of Colonial First State....

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Policy & Regulation

The Australian Securities and Investments Commission has revealed just how much it has increased its focus on wealth management investigations over the past 14 months....

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 7 hours ago
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 4 days 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 4 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