WEALTH MANAGEMENT PROJECT

Financial planning

ASIC has accepted an enforceable undertaking from former Macquarie Equities adviser, Anthony Wilson after finding he failed to comply with financial services law....

image
Financial planning

ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...

image
Financial planning

Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

5 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

6 hours 55 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago