Kate Kachor

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Financial Wisdom has named Tim Browne as its new general manager, following the promotion to Colonial First State of its former head, Paul Barrett....

WHK Group has boosted its total acquired revenue to $35.1 million following the purchase of another two financial services groups as part of the accounting firm’s tuck-in...

The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....

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Building Society IMB has teamed up with mortgage provider Over Fifty Group to forge a presence in the reverse mortgage market....

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

The Centro Properties Group has recorded strong growth for its Australian managed portfolio, delivering 4.8 per cent for the March quarter....

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As a result of a strategic review, funds management group Over Fifty Group has decided to close its commercial mortgage lending and related funds management activities....

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Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...

In the past three years MLC’s platform MasterKey Custom has doubled its funds under administration, hitting the $10 billion mark....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

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 9 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 13 hours ago