CAPSTONE

Financial planning

ASIC has accepted a court enforceable undertaking from a former Capstone authorised representative for failing to keep up-to-date records....

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

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Funds management

Navigator Global Investments is to acquire six investments from funds managed by Neuberger Berman subsidiary Dyal Capital Partners. ...

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Financial planning

InterPrac Financial Planning is appointing former Capstone officer, Rae Stagbouer, as national advice manager....

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Accounting

Capstone Financial Planning is now providing “authorisation solutions” to accountants as the financial planning landscape continues to shift....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

6 hours ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

3 days 11 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

3 days 11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago