WEALTH MANAGEMENT

People & Products

Wayne Wilson will depart Rubik and be replaced by former Bravura executive Iain Dunstan...

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Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

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Financial planning

Deloitte is arguing that Australia’s financial system is not unduly dominated by the banks....

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Editorial

Mike Taylor writes that the Commonwealth Bank’s results announcement and its continued standing in the eyes of consumers suggests its financial planning woes have represe...

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Financial planning

Technology provider IRESS sees solid half yearly results backed by strong performance in wealth management business....

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Financial planning

Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....

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Financial planning

ANZ trading update declares $5.2 billion unaudited cash profit for nine months to 30 June....

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Editorial

The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....

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Financial planning

Professional services firm ILH Group grateful for performance of its wealth management acquistion....

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People & Products

IOOF’s Johan Cruz has moved over to Premium Wealth Management to head its compliance division....

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Policy & Regulation

The compliance work involved in running an AFSL has intensified under the FOFA reforms, Ausingroup’s head of wealth management, Mark Morcos believes,...

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Financial planning

Prime Financial Group Ltd has settled the first part of its expansion plan for combined accounting and wealth management investments. ...

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People & Products

Robeco has appointed former Blackrock staffer Matthew Young as its regional manager for retail business development....

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Financial planning

Bristow announces merger between Infocus and PATRON...

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Financial planning

Institutionally-owned Australian financial services licensees are bound by approved product lists, which compromises advice and products they recommend to clients, one fi...

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MARKET INSIGHTS

GG

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

1 month 3 weeks 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 ...

1 month 4 weeks ago
gonski

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

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago