PORTFOLIO MANAGEMENT

Financial planning

Fairfax owned online information site f2 has entered the online financial services market to relaunch tradingroom.com.au, with new partner, Macquarie....

Editorial

Marketing a financial planning practice is not always a difficult task and may be much easier to do than first thought. Rohan Mead finds it can be a fairly unscientific a...

Financial planning

The search to find a replacement for former head of Perpetual Private Clients Wayne Wilson has ended, with Andrew McKee stepping into the role....

Financial planning

Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....

People & Products

Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Financial planning

Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

Financial planning

On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....

Financial planning

Active portfolio management does not add value while index funds offer a better option according to Vanguard group director and Princeton University Professor of Economic...

Financial planning

Australian investors are increasingly turning to the internet to buy managed funds according to head of the National Australia Bank (NAB) owned on-line investing service,...

Financial planning

Online broker E*Trade has announced the roll out of a system which will allow the research and trading of retail and wholesale managed funds....

Financial planning

Australia's first listed accountancy and financial services group Harts Australasia has purchased leading trustee and portfolio management group Cardinal Financial Securi...

Editorial

Perpetual Trustees today announced it had posted a net profit of $40 million for the past financial year, up 31 per cent on the previous year....

Financial planning

AXA has set down a major plank in the overhaul of its distribution arm with the launch of a third financial planning arm....

Financial planning

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

Financial planning

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

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...

4 weeks ago

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

1 month ago

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

1 month 1 week ago

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

1 week 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. ...

1 week 1 day ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago