FINANCIAL SERVICES GROUP

People & Products

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

image
Funds management

Macquarie has added international listed securities and domestic fixed income investment classes to its platform, Macquarie Wrap, following adviser demand for diversifica...

image
Financial planning

The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...

image
Financial planning

The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....

image
Financial planning

Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....

image
Superannuation

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

image
People & Products

Long serving Macquarie executive Matthew Rady joins Iress in new global role....

image
Financial planning

EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...

image
Superannuation

Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

image
Financial planning

Advisers always have a keen eye on the performance of their business, aiming to determine where they should focus their efforts to have the biggest positive impact on the...

image
Financial planning

Aon Financial Services Group merged to create new single division...

image
Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

image
Editorial

In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...

image
Financial planning

Telstra Super Financial Planning signs up to Lonsec Retire....

image
Financial planning

A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago