CHIEF EXECUTIVE

Editorial

If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...

Financial planning

New IFSA commissioned research has confirmed not only the value financial advice delivers to individuals but also to the broader Australian economy....

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People & Products

Insurer AIA Australia has appointed Damien Green as its new chief executive, replacing Stuart Harrison, who resigned in March this year to take up the role of chief execu...

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Editorial

Westpac chief executive Gail Kelly describes result as sound in a challenging year....

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Financial planning

The Australian Securities and Investments Commission has launched civil action against the directors and companies involved in the collapse of the MFS group of companies....

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Financial planning

NAB has completed its acquisition of 80.1 per cent of Goldman Sachs JBWere's private wealth management business....

Superannuation

A survey of SMSFs administered by Multiport reveals a dramatic move to Australian equities away from cash....

People & Products

Trinity Funds Management Limited has appointed an independent chairman and is expected to appoint two further independent directors....

Financial planning

Macquarie Group has pointed to the pursuit of further growth on the back of a solidly recovering half-year result....

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Financial planning

Will create one of the largest member firms, with $250 million in funds under advice....

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Financial planning

The Commonwealth Bank of Australia is in the process of implementing a new $800 million software system it hopes will allow it to more easily identify problems such as St...

Editorial

ANZ has announced an 11 per cent decline in profit, a substantial rise in impairments, and a struggling wealth division....

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Financial planning

The Investment and Financial Services Association has refreshed its board, with ING's Harry Stout and Mercer's Peter Promnitz being given permanent roles after filling ca...

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Financial planning

NAB may have reported a significant profit decline but it continues to grow its wealth management business....

Financial planning

Legal professional Peter Whitehead appointed to position....

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MARKET INSIGHTS

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

1 month 2 weeks ago

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

1 month 3 weeks ago

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

1 month 4 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 4 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

4 days 16 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks ago