PLATFORMS

Financial planning

New range available on Asgard platforms...

Financial planning

Shedding funds and even fund managers from their investment menus....

Financial planning

Difficult conditions hit boutique's FUMA....

Financial planning

Retail and wholesale range distilled into dedicated fund....

Financial planning

High-net-worth clients targeted for IMAs....

Financial planning

Research points to trust as the priority for fund managers when dealing with clients....

Financial planning

Account to suit superannuation master trusts....

Financial planning

Centric head denies rumour of funding issues....

Financial planning

Debate over role, responsibilities and accountability continues....

Financial planning

New fund to tap undervalued companies for income streams....

People & Products

New recruit to provide specialist personal insurance and distribution support....

Financial planning

Fee cap, rewards program aim to combat falling FUA....

Financial planning

Reports declining FUA but asserts positive profitability and positioning....

Financial planning

Declining markets hit Plan B FUMA but Affinity program gains traction....

Financial planning

Perpetual adds 15 new funds....

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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