CENT

Financial planning

Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....

Financial planning

AXA is on the prowl for dealer groups to boost its distribution network, group chief executive Les Owen has confirmed....

Financial planning

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

Funds management

A rising Australian dollar plus uncertainty in the US have severely damaged international equities for the month of November....

Funds management

Australian investors have hit a conservative patch, shunning shares and property and favouring bank deposits. ...

Financial planning

Associated Planners shareholders have given the green light to the purchase of 20 per cent of the group by Zurich Financial Services Australia....

Financial planning

Property investment group Waltus will continue with its plans to merge 27 of its syndicates into one company, following the refusal of New Zealand’s High Court to issue a...

Financial planning

Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....

Editorial

History is bunk according to Henry Ford but the same doesn't necessarily apply to the financial world where history can often provide valuable pointers to the future. For...

Financial planning

AM Corporation has restructured its international fund for the second time this year....

Financial planning

AM Corporation has restructured its international fund for the second time this year....

Financial planning

The high cost of life insurance transactions will see the global life companies packaging risk products with other products, says Association of Financial Advisers presid...

Financial planning

The long heralded float of Count Wealth Accountants has received enormous support from its advisers with the preferential offer to members already oversubscribed....

Financial planning

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

Financial planning

Advisers are concentrating on the high end of the market which will be producing the future millionaires, says Brian Ashe, immediate past-president of the Million Dollar ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 2 weeks ago

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

4 months 3 weeks ago

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

5 days 7 hours ago

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

1 week 3 days ago

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

2 weeks 1 day ago