MUTUALS

Financial planning

Satisfaction scores from consumers have improved in May, according to data from Roy Morgan....

image
Financial planning

The Business Council of Co-Operatives and Mutuals has called on bank customers to change to mutuals and credit unions when the bank levy comes into force on 1 July....

image
Life/Risk

A permanent shift in insurance buying behaviour favoured mutuals over stock-based insurers, according to Swiss Re....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

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

1 month 2 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 days 20 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 1 day ago