Financial planning group Financial Partnership has appointed ex-Australian Financial Services’s national business development manager, Chris Smith, as regional manager fo...
Lonsdale Securities (Lonsec) has moved to restructure its research team by reassigning incumbent managed funds research head Grant Kennaway into the role of general manag...
The Investment and Financial Services Association (IFSA) has launched a new investor education initiative on managed funds in the belief that recent upbeat markets will f...
The Australian Securities and Investments Commission (ASIC) has appointed a new executive director of enforcement, Jan Redfern, to head-up the department responsible for ...
A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...
IWL has forecast a 150 per cent increase in operating revenue for the six month period to December 2003 on the back of a market-led turnaround of the group’s new ex-Sanfo...
AMP Financial Services (AMPFS) - having survived a tumultuous year in 2003 - is well positioned to take advantage of an anticipated turnaround in fortune this year accord...
IDT has brokered an agreement with education provider IntegraTec that will see the planning software company provide a reference manual for financial services professiona...
Platform provider Navigator has moved to pass on savings from its core platform product in the market being more stable, by reducing the fees it charges, particularly to ...
The Deakin Financial Services takeover of AustChoice, made fully effective late last week, may result in job losses as Deakin pursues “synergies” within the newly combine...
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...