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professionalplanner.com.au
7 小时
Bain still in play for Insignia after matching CC Capital offer
The back and forth continues in the battle to acquire Insignia Financial as Bain Capital has hit back with another revised ...
professionalplanner.com.au
7 小时
Advisers call for government action against property spruikers
A pair of advisers has argued the government should better regulate property transactions to prevent more clients falling ...
professionalplanner.com.au
14 小时
Iress sells superannuation business
Listed technology group Iress will sell its superannuation administration business to Apex Group, a company that offers a range of financial services and solutions.
professionalplanner.com.au
1 天
Flexibility emerges as antidote to risk advice woes
A rigid structural system in place has made it difficult to innovate product solutions for life insurers who are combatting ...
professionalplanner.com.au
1 天
Managing conflict and challenging client situations
Every financial adviser has faced a challenging client interaction in their career. Whether it's reigning in bold suggestions ...
professionalplanner.com.au
1 天
CSLR changes and a ‘red tape razor gang’ headline FSC policy wishlist
The Financial Services Council has called for reviewing the Compensation Scheme of Last Resort and addressing adviser ...
professionalplanner.com.au
2 天
Hold back super fund advice until retirement products are performance-tested: Grattan Institute
Until the retirement products offered by super funds – primarily account-based pensions – are performance-tested by APRA, ...
professionalplanner.com.au
2 天
HUB24 to shut down MDA service Xplore Wealth
Platform provider HUB24 will close Xplore Wealth, just four years after it acquired the managed discretionary account service ...
professionalplanner.com.au
3 天
AI boom to underpin growth in global listed real estate and equities
AI has not only presented investment opportunities for the companies working on the development of new products, but the ...
professionalplanner.com.au
3 天
Overseas buyers continue Aussie wealth sweep
After weeks of back-and-forth bids, Insignia will offer US private equity firm CC Capital the chance to conduct proper due ...
professionalplanner.com.au
3 天
Why international markets mean more opportunity
Australian investors are patriotic and will back their home market, but this comes at the missed opportunity cost presented ...
professionalplanner.com.au
6 天
Out with ‘platform promiscuity’ in with monogamy
The “era of platform promiscuity” will be replaced by “platform monogamy” as advisers gravitate towards a single provider, ...
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