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WEALTH MANAGEMENT
Financial planning
Yellow Brick Road has completed the sale of its wealth business to Sequoia for just over $1.9 million....
Financial planning
Melbourne-based wealth management firm MEDIQ Financial Services has become the latest firm to join the Focus Financial Partners partnership....
Financial planning
AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....
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....
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
People & Products
Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....
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....
Financial planning
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
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...
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...
Policy & Regulation
The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....
Policy & Regulation
The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....
Financial planning
Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....
Financial planning
Financial technology company GBST has seen pre-tax profits rise by 80 per cent to $14 million for the full year 2019....
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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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...