Keith Ford

Keith Ford

News by this author

4 February 2025

A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....

4 February 2025

Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....

29 January 2025

Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election....

21 January 2025

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....

16 January 2025

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

16 January 2025

New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses....

16 January 2025

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

16 December 2024

AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company....

13 December 2024

The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap....

12 December 2024

The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 day 23 hours ago

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

5 days 23 hours ago

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

2 months 1 week ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

3 weeks 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 6 days ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

2 weeks 5 days ago