Shadforth Financial Group has been awarded the international fiduciary certification by the Centre for Fiduciary Excellence. ...
Queensland Investment Corporation chief risk officer David Clarke has been appointed to the same position at NAB’s wealth management arm....
The investment clock has ‘ticked’ past property as an asset class, making it the time to invest in that sector, according to Wealth Within’s chief analyst....
Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....
The Graduate Diploma of Financial Planning, as well as two bridging courses, have been approved by FASEA....
AFCA has welcomed ASIC’s assessment that continuing credit contracts cause consumer detriment and that the regulator’s product intervention powers should be utilised....
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
Current AMP Capital Real Estate COO Kylie O’Connor has been promoted to head of real estate....
Advisers are underperforming in three areas in the exam: financial advice regulatory and legal requirements, financial advice construction, and applied ethical and profes...
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...