PLATFORMS

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

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Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....

Financial planning

Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....

Financial planning

Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...

Editorial

The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...

Financial planning

Advice group Benwest Investment Services has teamed up with Lifestyle Financial to create the Boutique Group, a new co-operative offering back office services to small in...

Financial planning

Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...

Financial planning

Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...

Top 100

Freya Purnell takes a look at the platform products most favoured by dealer groups in 2004....

Financial planning

Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...

Editorial

Listed financial services group Count Financial will transfer advisers of Count owned dealer group Compound Investments to work under its parent brand and licence over th...

Editorial

Master trusts have changed the corporate superannuation landscape to the extent that winding down a fund and outsourcing to a master trust is now de rigeur....

Financial planning

Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...

Financial planning

Citigroup Asset Management (CAM) is set to expand its retail presence in the Australian market with plans to launch a range of new products with the aim of building on it...

Financial planning

Australian retail property syndicate Centro MCS has launched a wholesale version of its direct property fund hard on the heels of the retail version of the offering....

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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....

6 days 21 hours 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 5 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 3 days ago