MONEY MANAGEMENT

People & Products

Former iShares Australia co-head Tim Bradbury joins Barclays Capital as head of Investor Solutions....

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Financial planning

Deutsche Asset Management has sold its financial planning resource service Desk Caddie to Strategy Steps....

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Editorial

A change in the Financial Planning Association's leadership may be for the better, writes Mike Taylor....

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Financial planning

Dealer group Synchron has raised concerns about the provisions of an agreement associated with the transfer of two financial planners from Guardian Financial Planning....

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Financial planning

AFSLs say some external compliance providers need to lift their game....

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Editorial

Mike Taylor looks at the ACCC's report on NAB's and AMP's bids for AXA Asia Pacific, as well as industry consolidation in general....

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Financial planning

Count Financial may have purchased a 5 per cent stake in DKN Financial Group, but that has not stopped DKN scoping out its own acquisition opportunities....

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Financial planning

ASIC cancels the AFSL of a company that stopped answering the phone and filing reports....

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Financial planning

Redemption requests in excess of available cash convince CFS to terminate fund....

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Financial planning

The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer....

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Financial planning

While AMP has formally acknowledged the end to its initial strategy to acquire AXA Asia Pacific, the competition regulator is reported to be examining the platform market...

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Financial planning

Does the drop in Australia’s unemployment rate translate into more opportunities in the financial services sector, and is the war for talent about to recommence from wher...

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Financial planning

A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers....

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Financial planning

Centric’s new chief, former Hillross MD John McMurdo, has been handed a business revived from its debt woes, and will be tasked with getting its growth targets back on tr...

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Editorial

The group's latest financial results reveal the extent to which the company suffered during the financial crisis....

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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 1 day ago

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

1 week 6 days ago

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

2 weeks 4 days ago