STATEPLUS

People & Products

Michelle Russo, former head of wealth customer resolution at ANZ, has joined DASH as a chief operating officer, along with nine other hires. ...

Financial planning

The Financial Planning Association and other industry groups have warned that many people will need advice to navigate the Government’s Budget changes....

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Financial planning

Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...

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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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

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

6 days 6 hours 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 day 21 hours 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 day 1 hour ago