FINANCIAL PLANNING

Financial planning

Paul Barrett’s Italian-backed AZ NGA takes 51 per cent stake in Eureka Whittaker McNaught....

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Funds management

Macquarie Wrap has topped the latest Wealth Insights Platform Service Level rankings,w hile Colonial First State remains atop Best Fund Manager Service offerings....

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Financial planning

The FSC has welcomed the Federal Government’s move to tighten age pension rules, saying eligibility rules were too generous. ...

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Financial planning

The Federal Government has been told that multiple planner professional associations are not an optimal outcome for lifting professional and ethical standards. ...

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Financial planning

Large consulting group, Ernst & Young issues an analysis suggesting banks need to change in the wealth management space but its unlikely they'll abandon vertical integrat...

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Policy & Regulation

Australia's banking industry is "committed to rebuilding consumer trust and confident in financial advice", the ABA stated in a submission to the Treasury. ...

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Financial planning

A financial planner has been ordered to surrender his passport following an ASIC request and investigation into alleged unauthorised withdrawals of client funds....

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Financial planning

Midwinter will roll out a ‘digital advice framework’ offering stating ‘robo-advice’ was poorly understood and belonged in a wider advice provision model....

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People & Products

Koda Capital expands advice team recruiting experience planners from Macquarie Bank and Morgan Stanley Private Wealth...

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People & Products

Spring FG establishes real estate management division as part of diversification move....

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People & Products

Recently-appointed Treasury head, John Fraser, will join Assistant Treasurer, Josh Frydenberg, Shadow Treasurer, Chris Bowen and former Prime Minsiter, Julia Gillard as d...

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People & Products

Independent accountancy and advisory firm Cor Cordis recruits ANZ’s Lou Todesco as an associate director....

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Financial planning

Australasia’s peak financial services body, FINSIA, wants all financial advisers to sit a national exam to boost consumer confidence in the profession....

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Financial planning

ASIC has moved to issue a Regulatory Guide based on the recent remediation exercises flowing from major planning failures....

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Financial planning

Planners who believe advice will remain face to face are being naïve and overlooking the level of digital engagement among consumers....

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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 ago