By Lucinda Beaman

By Beaman

News by this author

Investments in collectables and personal-use assets will be banned, stricter rules around in-house assets will be introduced and there will be firmer regulation of SMSFs ...

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...

Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...

As one of FEA's biggest supporters, Professional Investment Services will be heavily involved in the outcome of the agribusiness company's entry into administration....

ING has ramped up the ratchet frequency in its new MoneyForLife product from biennially to annually....

Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....

Colonial First State-owned advice business Financial Wisdom is positioning to meet a growing demand for limited advice....

PIS has signed a joint venture agreement that will give it entry to the cash management space....

AFS has withdrawn from acquisition talks with another dealer group, with negotiations breaking down over the disclosure of profitability information....

Listed invested company van Eyk Three Pillars will become a shell of its former self if an asset sell down proposed by the Dixon Advisory-led board is undertaken....

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 2 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 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days 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 2 days ago
moneymanagement logo