Platform availability will drive annuity use among advisers, according to market research....
The dual mandate Future Generation Global Investment Company (FGGIC) is on target to reach its initial investment amount with about half the funds raised....
Bennelong has formed a partnership with newly-formed Australian equities investment manager, Touchstone Asset Management, to provide back office and financial support....
PIMCO has had the ratings on two funds upgraded by Zenith to “Highly Recommended”....
The Altius Sustainable Bond Fund has been added to the netwealth platform following its inclusion on Emerald Wrap earlier this year....
Magellan Financial Group has launched a currency hedged version of its ASX quoted Magellan Global Equities Fund (MGEF)....
A Sydney-based financial planning group has launched an employee benefits scheme to lift employee financial literacy with connections through to advice intermediaries....
ASIC has banned a second Macquarie Equities Limited adviser in relation to falsification of records and unauthorised trading on client accounts....
Brisbane-based Sentinel Private Wealth has had conditions added to its licence after concerns were raised by ASIC around its ability to meet its compliance obligations....
NAB owned financial planning group Apogee will focus on boosting client experiences around financial planning to expand its reach into those not currently accessing advic...
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...