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FINANCIAL SERVICES GROUP
People & Products
Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....
Funds management
Macquarie has added international listed securities and domestic fixed income investment classes to its platform, Macquarie Wrap, following adviser demand for diversifica...
Financial planning
The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...
Financial planning
The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....
Financial planning
Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....
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...
People & Products
Long serving Macquarie executive Matthew Rady joins Iress in new global role....
Financial planning
EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...
Superannuation
Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....
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...
Financial planning
Aon Financial Services Group merged to create new single division...
Financial planning
Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....
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 ...
Financial planning
Telstra Super Financial Planning signs up to Lonsec Retire....
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....
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...