Liam Egan

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Growing competitiveness in the financial services sector is pushing recruitment demand away from service-oriented advisers to those with a “demonstrated ability to sell”,...

The Association of Financial Advisers has launched a year-long training program to try to attract younger risk advisers to the profession....

A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...

Van Eyk Research has overhauled its ratings systems, adding some new fund manager ratings and tightening the definitions of the others....

There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...

Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...

A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...

Select Asset Management has appointed Sam Armstrong, co-founder of Quay Partners, considered Australia’s first private equity fund of funds group, as a consultant to its ...

A former National Australia Bank financial planner is facing criminal charges for allegedly defrauding bank customers of more than $4.7 million over a seven-year period....

ASIC has launched Federal Court action against the directors of a failed Victorian vendor of equity release products that put the financial security of at least 120 inves...

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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