Liam Egan

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Clients have been surprisingly forgiving towards their advisers on the recent non-performance of their investments, according to Townsends Business & Corporate Lawyers di...

Many super funds may not have enough money put aside to compensate members in the event of a major operational risk event, according to Mercer....

MLC has reduced the size of its statement of advice (SOA) templates by 20 per cent, following up on a 68 per cent reduction in template size one year ago....

Partly in response to pressure for changes to the disclosure of fixed rate break fees in equity release/reverse mortgage PDSs, the Senior Australians Equity Release Assoc...

Two draft bills for the Federal Government's National Consumer Credit Action Plan, which embraces margin lending, will be released by the Minister for Superannuation and ...

Bankwest financial advisers will align with the Commonwealth Bank of Australia's wealth management structure and become part of Colonial First State (CFS) in July....

Investors are increasingly seeking legal redress against former advisers based on the recommendations of a new adviser, according to Argyle Partnership principal Peter Bo...

Australia's major super funds posted a 2.24 per cent gain in March, driven by a 'sharp bounce' in listed local and international share markets, according to a Super Ratin...

Australian listed investment company India Equities Fund has acquired Olympus Funds Management, according to an Australian Securities Exchange media release....

Australian Wealth Management shareholders today approved the proposed merger of financial services groups IOOF Holdings and AWM....

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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 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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