CHIEF EXECUTIVE

Superannuation

Industry bodies call into question Rice Warner research on costs of SMSFs....

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Financial planning

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

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Financial planning

Amid the implementation Future of Financial Advice (FOFA) requirements, Infocus chief executive Rod Bristow said a many Infocus offices have seen an increase in new busin...

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Financial planning

Mortgage brokers and aggregators have taken nearly half of the home loan market and are on track to break through the $120 billion mark for new loans written by the end o...

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Financial planning

PM CAPITAL has announced that the proposed ASX listing of its Global Opportunities Fund has exceeded its minimum target of $50 million following a national roadshow proce...

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Superannuation

Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too “simplistic” and needs to factor in all financial assistance available....

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Superannuation

The draft terms of reference for the Government’s Financial System Review place regulators and super on the agenda....

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Financial planning

Onevue has announced it has raised $6.75 million to fund the business’ expansion and to create a stronger balance sheet for the group....

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Editorial

Olivia Maragna has won the inaugural Money Management/Super Review Women in Finance Services Awards' Financial Planner of the Year Award. ...

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Editorial

Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...

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Superannuation

Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....

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Funds management

Fund manager Aberdeen Asset Management has announced the proposed acquisition of Scottish Widows Investment Partnership (SWIP) from Lloyds Banking Group for £550 million....

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Superannuation

Solid growth and profit sees Barry Lambert confirming an accelerated time-table for listing Class Super....

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Financial planning

Commercial data specialist Veda has entered into a strategic alliance with data specialist company ITM to provide superannuation customers with steamlined access to audit...

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Financial planning

Investment administration services provider Powerwrap has passed $1 billion in funds on the platform, with its broker concierge service contributing a significant portion...

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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 1 week ago

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

1 month 2 weeks ago

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

1 month 3 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...

3 days 22 hours ago

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

3 weeks 6 days 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. ...

3 weeks 2 days ago