FINANCIAL PLANNERS

People & Products

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

Financial planning

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

Financial planning

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

Financial planning

With those ruddy big blocks of concrete being set up in Homebush, you could be forgiven for thinking that Sydney was going sports mad....

Financial planning

Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....

Financial planning

In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....

Financial planning

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

Financial planning

Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

The days of investing in agricultural investment schemes purely for tax reasons are over....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

Financial planning

A fortnight ago, Colonial was awarded the highest accolade for the investment performance of an Australian fund manager - the Money Management Fund Manager of the Year. J...

People & Products

Long serving St George executive Jack Regan is to take on the top job at Hill-ross Financial Services....

Superannuation

The retiree market remains one of the truly lucrative avenues for financial planners to direct their businesses....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 day 19 hours ago

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

6 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 23 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 2 hours ago