Financial planners using Xplan will now be able to access the complete research and stockbroking product offering of Lonsdale Securities (Lonsec) through their software a...
Former Hunter Hall International chief investment officer Kim Tracey, who departed from the group a week ago today, has been appointed as a senior fund manager by Merril ...
The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...
The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...
Promina’s financial services division, Asteron, has made a flurry of key appointments to its marketing and distribution team in an effort to realign the division and driv...
Navigator has backed the viability of the smaller companies funds management sector in a reshuffle of investment options on its Personal Investment Plan and Personal Reti...
Macquarie Direct Property has launched a commercial property syndicate based on its conviction the sector is on the verge of rebounding strongly from a 30 year low....
Trust has signed a heads of agreement with wealth management software provider Syscorp that will see Trust extend its use of Syscorp’s services to administer its custody ...
Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...
The Financial Planning Association (FPA) has voiced opposition to Labor’s proposed ban on commissions for superannuation guarantee contributions, arguing this would make ...
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 cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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. ...
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...