Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups....
Pengana Capital’s Asian Equities Long Short Fund is now accessible as a retail fund, having previously only been open to wholesale investors....
Treasury Group is aware of a statement sent out by majority shareholder Michael de Tocqueville (who failed to get elected to Treasury’s board) calling for an EGM to eject...
ASIC has accepted enforceable undertakings from two former Macquarie advisers following conduct investigation....
With universal rejection of the proposal to mandate superannuation investment into infrastructure assets, the search for alternative methods to meet the shortfall in infr...
A reluctance to commit to infrastructure investment may prompt the Federal Government to look to alternatives such as bonds to fund future projects....
Consolidation continues with Hillross Financial Services to acquire Rabo Financial Advisors....
According to research commissioned by the Association of Superannuation Funds of Australia (ASFA), 67 per cent of respondents are concerned that the current Superannuatio...
Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....
Treasury Group is acquiring Souls Funds Management, adding the specialist small cap manager to the existing stable of boutique asset managers in which it has equity....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...