Liam Egan

News by this author

A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...

Financial services group Citi Australia and boutique wealth manager Alpha Structured Investments have launched a new structured investment on the ASX, Alpha Results....

Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account....

Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard....

The benchmark for the defensive part of an investor's portfolio should be closely tied to the local sovereign bond rather than to cash, according to Schroders head of fix...

The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...

The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...

The Commonwealth Bank Agri Index recorded growth for the agribusiness sector of 0.9 per cent during the past month and 3.0 per cent in the past three months....

Using different managers to manage separately managed account model portfolios is resulting in some "nonsensical" investment transactions, according to Peter McVeigh, dir...

ETFs have been added as investment options within Wealthtrac's superannuation master trust for the first time....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo