ASX

Financial planning

Australian Unity has posted a better advice revenue bottom line despite reducing its number of advisers and installing a new leadership team....

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Financial planning

Most firms impose contractual conditions on departing executives. CountPlus acted on them in taking legal action against a number of departing practice principals and ext...

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Funds management

Although Australia maintained its position in top three countries in the Asia Pacific region as far as green bonds were issued, it still needs to accelerate domestic gree...

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Financial planning

Financial technology firm GBST is yet to set a date for its annual general meeting, having been granted an extension by the Australian Securities Exchange....

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Funds management

Pinnacle Investment Management has announced the launch of its two new Pinnacle eShares exchange traded funds on the Australian Securities Exchange....

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Financial planning

Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....

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Funds management

Shareholders at CBG Capital are being urged to accept an acquisition offer from Clime Capital to acquire 58.46 per cent of its shares, or risk missing out on their next q...

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Funds management

Lennox Capital Partners has taken advantage of the short IPO window to invest in two small-cap companies in its Australian Microcap Fund....

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Financial planning

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....

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Financial planning

Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in profit....

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Financial planning

Publicly-listed financial services group, Sequoia may have just acquired Libertas Financial Planning but it is ready to offload businesses that don’t meet its return on e...

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Financial planning

National Australia Bank has revealed it is expecting to have to provide further provisioning around client remediation for adviser service fees for self-employed advisers...

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Policy & Regulation

Millinium Capital Managers has made a claim worth $2.4 million against a former adviser of the Millinium Alternative Fund for misconduct. ...

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Features

Mike Taylor writes that scores of financial advisers will be left looking for new licensees in the wake of this month’s announcements by the Commonwealth Bank and AMP Li...

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Financial planning

Investors have backed AMP, with the company completing its $650 million capital raising and signalling that it will now embark on its strategy....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago