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WEALTH MANAGEMENT
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,...
Financial planning
Prime Financial Group Ltd has settled the first part of its expansion plan for combined accounting and wealth management investments. ...
People & Products
Robeco has appointed former Blackrock staffer Matthew Young as its regional manager for retail business development....
Financial planning
Bristow announces merger between Infocus and PATRON...
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...
Financial planning
Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...
Financial planning
Shareholders’ unwillingness to “take a hit” in tough economic times is almost solely responsible for a wave of offshoring plaguing the wealth management space, the Financ...
Funds management
Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...
Financial planning
IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....
Financial planning
ANZ has reported a solid half year while acknowledging how it is increasingly integrating its wealth solutions with its banking offerings....
Financial planning
A wealth management interface could stem the tide of members leaving industry funds to set up their own SMSFs, OneVue claims....
People & Products
Energy Industries Superannuation Scheme (EISS) has hired Matt Olsen as its new chief investment officer....
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Financial planning
YBR Wealth Management moves to a non-bank organisational structure to take advantage of the anticipated fragmentation of the financial services industry....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...