FINANCIAL PLANNING

Financial planning

The FPA has recorded an after tax surplus of $444,544 for the year ending 30 June, 2015....

image
Financial planning

On the back of its lack of institutional alignment and merger with PATRON, Infocus announced it has added 24 new adviser businesses within the past year....

image
Financial planning

New Zealand software start-up Suitebox has set its sights on the development of virtual financial advice with an overhaul of its existing online offerings....

image
Financial planning

IOOF recruits News Corp executive as new CEO for Shadforth Financial Group....

image
Life/Risk

The AFA, FPA and the FSC have all been invited to meet with Assistant Treasurer, Kelly O’Dwyer, to voice their concerns around the Life Insurance Framework....

image
Financial planning

Provisional liquidators Leanne Chesser and Craig Shepard have been appointed to investigate financial services provider Ostrava Equities in response to an application by ...

image
Funds management

Publicly-listed investment and superannuation platform provider, HUB24, signs white label arrangement with Fortnum Financial....

image
Life/Risk

The Financial Services Council’s position supporting three-year clawbacks demands that advisers take enormous leaps of faith and defies the position of some members, clai...

image
Financial planning

The financial advice industry is facing systemic issues rather than being plagued by just a few bad apples, says ASIC deputy chairman, Peter Kell....

image
Financial planning

Institutons and licensees urged to foster work cultures that allow advisers to develop ethical thick skins, enabling them to fulfil their public obligations....

image
Financial planning

Expansionist advice group, Fitzpatricks Private Wealth, is aiming to ensure excellence among its advisers, by appointing Rob Thomas as manager of advice excellence....

image
Financial planning

Ignition Wealth is set to unveil its automated investment advice service to the public next week....

image
Financial planning

An international study of longevity risk has reinforced the need for urgent reform of Australia’s retirement income system....

image
Financial planning

The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...

image
Financial planning

Financial advisers must reach out to women who prefer getting advice from family and friends....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

6 days 18 hours ago