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professionalplanner.com.au
23 小时
FAAA receives FOI dead-end on CSLR cost impact
The Financial Advice Association Australia has revealed it received a roadblock in a Freedom of Information request on the ...
professionalplanner.com.au
23 小时
Advisers need to take lead on advocacy
The Professional Planner Advice Policy Summit will hear from the most influential power brokers in financial services about ...
professionalplanner.com.au
2 天
Getting Your Business Ready for 2025
Financial advice consultants see technology as the driving factor of profitability in 2025. As more Australians reach ...
professionalplanner.com.au
1 天
HESTA, IFM Investors acquires stake in EV subscription company
HESTA and super fund-owned investment vehicle IFM Investors has acquired a stake in Australian-owned subscription vehicles company Splend Group.
professionalplanner.com.au
1 天
MUFG Pension & Market appoints tech consultant to enhance products
MUFG Pension & Market Services has enlisted a tech consultant to help expand its retirement service arm that provides super fund administration.
professionalplanner.com.au
2 天
Putting forgotten regulatory initiatives back on the radar
The industry has made strong inroads to becoming a profession and there are several regulatory changes outside of what was ...
professionalplanner.com.au
1 天
Private equity-owned super funds will face delicate balancing act
The growing appetite of super funds to invest in private markets has been well-documented, but now we’re seeing the tables ...
professionalplanner.com.au
2 天
Bain flips the scrip with new Insignia offer
Bain’s revised offer to bridge the $200 million valuation gap between its rejected offer and frontrunner CC Capital’s bid for ...
professionalplanner.com.au
2 天
Almost 3000 existing providers aim to gain credentials by a 2026 deadline
Financial educators are helping several thousand postgraduate students to ensure they meet the education standard deadline, ...
professionalplanner.com.au
29 天
Industry Updates
The government has established the Regulatory Initiatives Grid, aiming to better streamline and coordinate regulation in the financial sector to help build a more competitive, dynamic and productive ...
professionalplanner.com.au
9 天
US private equity ups ante on Insignia in new $2.9b bid
Insignia Financial has received another non-binding bid from a US-based private equity firm – this time by CC Capital – for a ...
professionalplanner.com.au
6 天
A ‘clean’ client book beats a big book
Despite pressure to expand the number of clients due to a shortage of advisers, an increased book size might not work for ...
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