FUNDS UNDER ADVICE

Financial planning

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...

Financial planning

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

Funds management

The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....

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Financial planning

An IOOF update has left some in the market wondering which ANZ-aligned advice business with $1.4 billion in FUA jumped out of the IOOF acquisition....

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People & Products

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...

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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 ...

2 months 2 weeks 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 ...

2 months 2 weeks ago
gonski

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

2 months 2 weeks 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....

4 days 5 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

4 weeks ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

3 weeks 3 days ago