RISK MANAGEMENT

Financial planning

Management software specialist IQMS believes it has released the first attempt by a software provider to tackle the complete compliance burden associated with the Financi...

Financial planning

Corporate super and financial planning outfit Crewe Consulting has acquired Consolidated Planning in a move to raise its corporate superannuation profile....

Financial planning

The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...

Editorial

By Damien Hatfield The article ‘Hedge funds fail the asset class test’ in Money Management (24 May 2001) is a particularly timely discussion of a number of important issu...

Financial planning

Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....

Funds management

Colonial First State Australia has expanded in to the domestic private equity sector with the roll out of a Diversified Private Equity Fund....

Financial planning

In the year of the tech-wreck in global equity markets, declining interest rates and a slowing global economy, those fund managers who stuck to investment fundamentals ha...

Financial planning

The series of changes in financial services and insurances has resulted in cost increases which may be passed on to clients. Doug Scriven examines how those writing risk ...

Financial planning

The Commonwealth Bank Group has launched a product aimed at snaring small to medium businesses seeking financial advice....

Financial planning

BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....

Financial planning

Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....

Financial planning

Dresdner has increased its presence in the burgeoning Chinese investment market with the signing of a co-operation agreement with a Chinese financial services group....

Financial planning

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

Financial planning

Assirt has signed its first deal since it was folded into the Wealthpoint group by announcing an alliance with doctrieve Corporation. Under the terms of the deal, Assirt...

Financial planning

When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago