Kate Kachor

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The Investment and Financial Services Association has released a substantially revised version of its industry standards, starting with its code of ethics and code of con...

WHK Group continues to position itself as a contender in the financial services industry, with the accounting group announcing the purchase of a 30 per cent stake in Next...

Tranzact Financial Services plans to bolster its presence within the financial advisory arena with the group set to roll out an acquisition strategy in the coming months....

Australian Wealth Management (AWM) has completed the purchase of corporate superannuation businesses i.super and Finium....

Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technolo...

Independent financial planning organisation WHK Group has acquired a further two accounting groups as part of its expansion strategy, giving the group potential total acq...

Investment and financial services group MFS plans to expand its existing New Zealand operations with the purchase of Swain Investment Services, its second New Zealand-bas...

Mercer Wealth Solutions has added a further seven investment options to its superannuation trust, Mercer Super Trust....

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Alternative investment group Select Asset Management has launched a registered managed futures fund through its relationship with Aspect Capital....

Supreme Court proceedings have commenced against a South Australian managed investment scheme that left investors owing more than $7 million....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago