Liam Egan

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Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....

Managed funds are finding increasing favour with Australian households as a diversification strategy, according to the latest ING Melbourne Institute Household Savings an...

Tower spin-off Australian Wealth Management is seeking to offload its small shareholders, claiming the cost of maintaining them on its share registry is too onerous....

A proposal by the Federal Government to strengthen identity security measures has been welcomed by the Investment and Financial Services Association as critical to the su...

Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....

The Securities Institute of Australia and the Australasian Institute of Banking and Finance are to merge, subject to member approval from both organisations....

An Adelaide accountant who set up and promoted managed investment schemes without a financial services license has been banned from providing financial services for three...

Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...

The Opposition has slammed the final choice of fund regulations released by the Federal Government yesterday as costly, complex and unsafe....

Perennial Investment Partners has appointed Clay Carter as senior portfolio manager in its global equities boutique....

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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 5 days ago
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