WESTPAC

Funds management

Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...

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Funds management

Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...

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Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

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Financial planning

The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...

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Life/Risk

Strong risk sales follow two quarters of falling sales...

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Editorial

In May, the Federal Reserve signalled its intent to taper unconventional policy easing. Andrew Dowie explores the reasons behind this decision and outlines what it means ...

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Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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People & Products

Godfrey Pembroke head of planning business moves to bank role and replaced with MLC executive....

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Financial planning

Non-aligned mortgage brokers now provide around 23 per cent of all home loans to borrowers, according to the Mortgage and Finance Association of Australia (MFAA)....

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Financial planning

Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....

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Financial planning

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

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Superannuation

Bowen defends costs associated with MySuper and suggests fund members impacted by higher charges should look elsewhere....

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Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

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Financial planning

Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

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Life/Risk

New Plan for Life data paints healthy but mixed picture of life/risk market....

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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 ...

4 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 ...

4 weeks 1 day ago
gonski

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

4 weeks 1 day 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....

2 weeks ago

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

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago