POWERED BY MOMENTUM MEDIA
AUSTRALIAN FINANCIAL SERVICES
Financial planning
The Boutique Financial Planning Principals Group (BFPPG) is lobbying Government for changes to aspects of the Australian Financial Services Reform Act (FSRA) which it arg...
Financial planning
Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....
Financial planning
Mike Taylor previews the IFSA 2003 ‘Illuminate’ conference, which kicks off in Cairns on August 13....
Financial planning
The Australian Securities and Investments Commission (ASIC) has moved to ease pressure on it following a rush of Australian Financial Services (AFS) licence applications ...
Financial planning
AMP has had the 10 Australian Financial Services Licences it applied for last month to the Australian Securities and Investment Commission (ASIC) granted by the peak regu...
Financial planning
Dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC), growing the number of dealer groups signed to the service this year to 10....
People & Products
Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Financial planning
Clients may be facing “poorer” and “fragmented” advice on superannuation fund structures under the Financial Services Reform Act (FSRA) if accountants are unable to give ...
Financial planning
The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...
Financial planning
Australian baby boomers will have to save for their own retirement rather than rely on inheritance handouts, as existing retirees are living longer and increasingly optin...
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Accounting
AMP and PricewaterhouseCoopers have combined to launch a new dealer group catering to the specific needs of chartered accountants considering expanding their service offe...
Financial planning
The accounting profession has made a last-ditch effort for the right to provide at least a small measure of advice under the Financial Services Reform Act (FSRA)....
Funds management
The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...
Financial planning
Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...