CHIEF EXECUTIVE

Financial planning

OneVue has announced a merger with Select Asset Management...

image
Financial planning

The chair of Mariner Corporation has resigned only days after its chief executive officer did the same....

image
Financial planning

The former chair of ASIC Tony D’Aloisio will chair listed financial services technology provider IRESS....

image
Financial planning

The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....

image
Life/Risk

Insurer, Tower Limited, has confirmed the sale of its residual life business in a statement to the ASX....

image
Financial planning

NAB/MLC has joined the push to lift planner education standards....

image
Financial planning

Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....

image
Financial planning

Invesco launches Invesco Wholesale Senior Secured Income Fund as part of defensive offering. ...

Editorial

Mike Taylor writes that the Commonwealth Bank’s results announcement and its continued standing in the eyes of consumers suggests its financial planning woes have represe...

image
Editorial

ASIC must do more than simply identify problems when it publishes its forthcoming report on the life/risk industry. It must identify some solutions....

image
Financial planning

AMP has flagged piloting new advice models at the same time as announcing a solid first-half profit result....

image
Funds management

Strong performances by boutique partners have seen Treasury Group’s FUM rise by 49 per cent in the last financial year....

image
Editorial

Challenger post strong result on back of fifth straight year of retail annuities growth....

image
Superannuation

Claims that SMSF members are looking to return to mainstream funds are unfounded, according to SuperGuardian, Xpress Super chief executive, Olivia Long....

image
Financial planning

Australian Unity claims monthly educational contact with clients is optimal....

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 14 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 5 hours 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 9 hours ago