Liam Egan

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News by this author

Financial planning

14 Mar

When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform Policy Statement 181, she was as much in...

Financial planning

14 Mar

Spotlight on adviser activities

The monitoring and supervision of advisers by dealer groups for FSR compliance is “patchy”, according to Tribeca chief operating officer John Prowse....

Financial planning

14 Mar

Compliance costs stack up

A year after the implementation of the financial services reforms, planners are struggling to absorb the costs of compliance, particularly for statements of advice. Advis...

Financial planning

14 Mar

Deferral requested for dollar disclosure

The Investment and Financial Services Association has called for a three-year deferral of the introduction of dollar fee disclosure regulations on closed financial servic...

Financial planning

14 Mar

Watchdog restructures regulatory team

The Australian Securities and Investments Commission has opted to restructure its regulatory team rather than appoint a direct replacement for outgoing executive director...

Financial planning

11 Mar

Assirt puts Perpetual Dublin on hold

Assirt Research has placed Perpetual Investment’s international equity funds on hold, pending a formal review of the group’s new team, style, and process....

People & Products

09 Mar

Three new members appointed to FSAC

Three new appointments have been made to the Financial Sector Advisory Council, replacing three members who have relinquished their membership as a result of leaving the ...

Financial planning

03 Mar

Complaints against planner plummet

Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....

Financial planning

03 Mar

SOAs: overkill on advice?

When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform (FSR) Policy Statement 181, she was as m...

Financial planning

03 Mar

Investor Group expands in NZ

Investor Group is expanding further into the New Zealand financial planning and accounting market with the push to acquire mid-tier Auckland-based advice and accounting f...