CHIEF EXECUTIVE

Financial planning

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

image
Financial planning

Tail winds help BTIM to sail to record full-year result....

image
Life/Risk

Strong performances by Stockland’s commercial property portfolios have the company on track to surpass its 2014 earnings growth by up to 7.5 per cent per security in 2015...

image
Superannuation

SMSF retirees drawing more than the ‘comfortable’ income level should not become over-confident, a research paper warned....

image
Superannuation

While the typical SMSF couple at age 65 are in good stead for a comfortable retirement, big spending SMSFs have been warned against over-confidence, new research reveals....

image
Funds management

Global institutional investors are increasingly steering towards boosting returns for their clients, after years of trying to stave off high volatility and market uncerta...

image
Accounting

It is time to put aside traditional and sometimes negative perceptions of accountants and see them as integral to the development and growth of businesses....

image
Financial planning

Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...

image
Funds management

AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....

image
Financial planning

West Australia’s WA Super says it is now able to accept trans-Tasman tranfers from KiwiSaver accounts....

Financial planning

Energy Super launches web tool aimed at providing investment clarity to members....

image
Accounting

Findex chief executive rejects claim that Crowe Horwath purchase was to build its wealth business but was to establish accountancy beach-head...

image
Life/Risk

Australian commercial property is proving popular with South African investors with Investec closing a capital raising rights issue last week....

image
Financial planning

ASIC has cancelled the licence of Custom Wealth Solutions Dealer Services after the group entered into external administration earlier this year....

image
Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 9 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 4 hours ago