WEALTH MANAGEMENT
Financial planning
A new full-service stock broking group has launched in Australia this week - the Octa Phillip Financial Group....
Editorial
Yellow Brick Road has more than doubled its revenue in the half year to 31 December, but a huge increase in expenditure has led to its after-tax losses growing from $0.5 ...
Funds management
Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...
Editorial
SFG Australia has announced a 5 per cent increase in net profit after tax, boosted by cost savings from the integration of Snowball Group and Shadforth Financial Group....
Financial planning
Standard & Poor's Fund Services has suffered its first major ratings withdrawal after the announcement that S&P Capital IQ would no longer conduct its services in Austral...
Financial planning
Standard & Poor's Fund Services has suffered its first major ratings withdrawal after the announcement that S&P Capital IQ would no longer conduct its services in Austral...
Funds management
More than 90 per cent of personal investments are held directly by individuals rather than investment products and platforms provided by major wealth managers, according ...
Funds management
The Commonwealth Bank has posted a strong six-month result, but the picture for Colonial First State and wealth management is less rosy....
Financial planning
The growth of wealth management services is helping to create more opportunities for financial professionals in the institutional sector, but boutique financial services ...
Financial planning
SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...
Financial planning
SMSF trustees have lost faith in investment markets and are increasingly turning to property and cash-related products such as term deposits, but the best long-term rewar...
Funds management
Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...
Financial planning
Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....
Financial planning
Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...