PLATFORMS

Funds management

Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....

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People & Products

Aviva Investors has announced a number of senior appointments to its business development team....

Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

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Superannuation

More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...

People & Products

Damien Murphy named acting head of Asgard while group searches for Wayne Wilson's replacement....

Financial planning

Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....

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Financial planning

NAB chief executive Cameron Clyne makes clear the group is still in the race for AXA Asia Pacific....

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People & Products

Elixir Consulting has seen such an increase in demand over the last year that it has expanded with the introduction of three new consultants....

Financial planning

A strong recovery in its wealth divisions has helped drive Westpac to a robust half-year result....

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People & Products

Having moved into the adviser and platform space, INGIM has now moved to boost its wholesale presence with the appointment of Jim McKay....

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Financial planning

Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...

Editorial

Mike Taylor explains the consequences of the ACCC's surprising decision to halt NAB's acquisition of AXA Asia Pacific....

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Editorial

As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...

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Financial planning

The ACCC appears to have significantly over-estimated the impact on the Australian platforms market of NAB gaining control of AXA Asia Pacific....

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Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

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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 2 days ago

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

2 weeks ago

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

2 weeks 5 days ago