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Features

Rhynhardt Roodt asks whether the golden age for the FAANG tech stocks is nearing an end or if they are going to continue to deliver for investors....

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Features

Mike Taylor writes that planners should brace themselves for the additional compliance burden resulting from the looming passage of the Treasury Laws Amendment (Design an...

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Features

Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...

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Features

The chair of life/risk focused dealer group Synchron, Michael Harrison claims the Royal Commission has highlighted the gaping chasm which exists between the high value pr...

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Financial planning

Despite the Royal Commission tainting perceptions of the financial services industry, a panel has told Money Management and Super Review’s Future of Wealth Management con...

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Features

Advisers will be able to better compare managed accounts under a new SMA database launched this month by FE, Mike Taylor writes....

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People & Products

Infocus Wealth Management has appointed Steve Davis to the Queensland-based role of chief commercial officer, effective 1 August. ...

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Features

Even before the Royal Commission, Australia’s wealth management industry was undergoing substantial change. HUB24’s Andrew Alcock asks what’s next?...

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Features

As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...

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Features

The Australian Securities and Investments Commission has been the frequent subject of demands for greater scrutiny of the regulators themselves. As Hannah Wootton writes,...

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Features

Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...

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Features

Mike Taylor writes that, love him or hate him, it is hard to argue that departing Industry Super Australia chief executive, David Whiteley, did not achieve the objectives...

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Features

Mike Taylor writes that a combination of circumstances may leave the financial services industry no option other than to embrace open Approved Product Lists....

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People & Products

Infocus Wealth Management founder, Darren Steinhardt has stepped back into the managing director role following the surprise departure of Rod Bristow. ...

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Financial planning

Infocus managing director, Rod Bristow, is understood to have parted company with the firm....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day 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....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago