MORTGAGE

Superannuation

The sad truth is that many clients will not be able to retire when they want to. Mike Taylor reports....

Financial planning

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

Funds management

Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...

Financial planning

Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....

Financial planning

In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....

Financial planning

Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....

Financial planning

Snowball Group, through its superannuation services subsidiary CIS Financial Services, has been appointed by listed technical services company UXC to run the superannuati...

Editorial

Are you going all the way with your clients, or stopping at second base?...

Editorial

Craig Phillips looks back at some of the big funds management groups no longer in operation....

Financial planning

Three dealer groups will make the move into loan originating when the Efinance group rolls out its loan service in September....

Financial planning

The Australian Labor Party (ALP) has emerged as the only major critic of the superannuation deal struck between the Government and the Australian Democrats to introduce a...

Financial planning

The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....

Financial planning

Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...

Life/Risk

Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...

Financial planning

Financial services group OFM Investment today announced that Sterling Grace Corporation, a New York-based investment fund specialising in the financial services sector ha...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 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 ...

4 weeks ago
gonski

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

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago