Liam Egan

News by this author

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...

image

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 ...

image

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...

image

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 9 hours ago