Julie Bennett
News by this author
27 Apr
In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....
27 Apr
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
27 Apr
National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....
27 Apr
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the Family Law Legislation Amendment (Sup...
27 Apr
People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...
19 Apr
The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...
18 Apr
Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....
18 Apr
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the introduction of the Family Law Legisl...
13 Apr
Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...
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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. ...
1 week 4 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
3 days 11 hours ago
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. ...
4 days 15 hours ago
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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...