ARTHUR KALLOS

People & Products

The newly launched digital investment portfolio solution, Spark Invest, will see all profits from its management fees directed to charitable benefactors....

Financial planning

Planning practices need to focus on revenue growth in order to sustain financial planner roles and some are paying over 30% what they usually paid a planner....

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Features

Money Management is continuing its wealth management series, in which we are speaking to financial planning groups to hear their views on the industry. This month, Money ...

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Financial planning

Two boutique dealer groups, Spark Financial Group and Aura Wealth Australia, have announced they have signed binding agreements to merge. ...

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 9 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago