Liam Egan

News by this author

The increased legislative risk to the financial planning sector of late is having no adverse impact on either the demand for advice firms or their sale price, according t...

Recent changes to the Trade Practices Act and the Australian Securities and Investments Commission Act have made it easier for investors to claim restitution against plan...

The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...

Longstanding projections that an ageing demographic would result in many financial advisers leaving the industry in droves are premature, according to Chris Wrightson, di...

Index fund manager Vanguard has welcomed the release by APRA last week of super research that found essentially that active investment managers usually underperform the b...

AIMS Funds Management director and former Pengana Capital director and founder Mark Thorpe-Apps has been appointed as an executive director of listed property group Macar...

Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....

Federal Government agreement for super funds to give limited intra-fund advice to their members represents a growth opportunity for Industry Fund Financial Planning, acco...

The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...

ASFA has issued a paper to provide superannuation trustees with guidance on valuation and liquidity issues associated with unlisted investments....

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MARKET INSIGHTS

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 5 days ago

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

2 weeks 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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