WEALTH MANAGEMENT
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....
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....
Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
People & Products
The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....
Policy & Regulation
When the new assistant minister for Superannuation, Financial Services and Financial Technology, Jane Hume is sworn in tomorrow she will face some significant challenges ...
Funds management
Macquarie Group recorded net profit for the European financial year to March’s end of $2.982 billion, up 17 per cent on FY18, with a loss in fee income offsetting modest ...
Policy & Regulation
The Australian Banking Association has defended vertical integration and the ability of the major banks to self-regulate when it comes to ‘simplifying’ such structures....
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
Financial planning
The Commonwealth Bank has put its wealth demerger on hold to allow it time to complete its client remediation processes....
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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...