PLATFORMS

Financial planning

Perpetual updates WealthFocus platform to provides tax advantages....

Superannuation

Purchase raises Perpetual’s profile in SMSF administration....

Funds management

Two executives appointed to leadership roles....

Editorial

The recent suspension of redemptions and proposed restructurings of some unlisted property funds will bring more pain to investors and advisers, but it should not be a su...

Financial planning

New adviser designation in the pipeline....

Financial planning

New adviser designation in the pipeline....

image
Financial planning

Platform market share battles continue....

Financial planning

Platform market share battles continue....

Financial planning

Time efficient solutions for advisers....

Financial planning

Time efficient solutions for advisers....

Financial planning

But is anyone committing to these investments for the long term?...

Financial planning

Russell goes live with improved IRESS data feeds....

Financial planning

Stays in positive territory despite market volatility....

image
Financial planning

Offering extends to CFDs....

Financial planning

There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibili...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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