Mortgage Choice FUA, risk climb sharply

24-Feb-2017|By Leanne Abbas

Mortgage Choice has experienced a record-breaking first half, and closed in on its target to produce profits on a monthly basis in its financial planning business. In a teleconference yesterday, Mortgage Choice chief executive John Flavell s.. Read More




CBA wealth delivers underwhelming result

16-Feb-2017

Declining insurance income and a rise in remediation costs contributed to a significant decline in profits for the Commonwealth Bank of Australia’s (CBA) wealth management arm in the first half of the 2017 fina.. Read More

IOOF flags possible dealer group acquisitions

16-Feb-2017

Despite a decline in profits over the first half of the 2017 financial year, IOOF’s debt-free status meant it was actively considering acquiring more advice groups over the course of the year as other instituti.. Read More

New calculator guides planning conversations

15-Feb-2017

Independent dealer group GPS Wealth is set to expand its MoneyBowl software to include a new calculator aimed at helping clients focus on planning their retirement and modelling pension-phase income. The new fea.. Read More

Practice of the Month – Evalesco Financial Services

15-Feb-2017

The concept of ‘holistic advice’ is thrown around a lot these days, particularly with regard to the next generation of advice customers, who are going to be less interested in an offering based solely aro.. Read More

Mercer partners with Decimal in robo play

15-Feb-2017

Global consulting firm Mercer has teamed up with automated advice provider Decimal Software for a new digital advice offering that it will roll out across its super fund network. Decimal’s Eqilize offering.. Read More

Annuities sales boost Challenger results

15-Feb-2017

Strong growth and momentum in annuities sales have contributed to a solid performance by Challenger in the first half of the 2017 financial year. The firm yesterday announced record annuities sales of $2.2 bill.. Read More

Browse all news

Observations: The Midas touch

The Christmas and New Year period was certainly a good one if your name was .. View more

Gallery: Pritchitt Partners Annual Reception

With special guest Martin Fahy... View more

Gallery: FPA 2016 Professionals Congress

Association members gather in Perth... View more

Observations: The Midas touch

The Christmas and New Year period was certainly a good o..View more

Gallery: Pritchitt Partners Annual Reception

With special guest Martin Fahy...View more

Most Read Articles No items found.
Featured Articles No items found.