AXA

Financial planning

AXA has reported a 28 per cent profit growth in its wealth protection business despite a decline in retirement product inflows....

Financial planning

US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....

Financial planning

Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...

Financial planning

AXA has reshuffled its dealer group management team resulting in all external planners coming under one manager and the position of another being scrapped....

Financial planning

AXA Asia Pacific announced today that it had extended the contract of its chief executive, Les Owen, by two years....

Financial planning

The AXA owned Summit master trust has adjusted its investment manager weightings and launched a suite of new products and services....

Financial planning

The Australian Policy Traders (APT) group is set to make another grab for investors wanting to exit AM Corporation’s troubled Diversified Traded Policies (DTP) fund....

Financial planning

The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....

Financial planning

The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....

Financial planning

The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...

Financial planning

The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....

Financial planning

Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...

Financial planning

IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....

Financial planning

The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....

Financial planning

A NEW business coaching program has seen AXA lift new business inflows from its advisers by 28 per cent....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 3 days ago