Rebecca Evans

News by this author

The St George Bank owned Asgard group has revamped its eWrap platform in a bid to boost its appeal to financial planners at a time when advisers are increasingly likely t...

Tower’s wealth management business could separately list on the Australian Stock Exchange (ASX) as early as December, pending the outcome of a review of the proposed spli...

The financial services industry has been challenged to regain consumer and regulator trust by lifting the standard of its ongoing education and professional development c...

The Australian Stock Exchange (ASX) has indicated it will release a key paper on infrastructure investment next month after superannuation funds were called on to bolster...

Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....

The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...

Colonial First State has prevailed as the dominant force in the retail managed funds industry, despite registering a drop in inflows of $616 million for the year to date ...

National Australia Bank has finalised its new executive line-up, just two weeks after appointing ex-Citigroup boss Ahmed Fahour as chief executive officer, by signing-up ...

Private investment firm Investec Bank has snared Ernst & Young boss Brian Schwartz as its new chief executive officer, replacing Geoff Levy who becomes the chair-elect of...

The Australian Securities and Investments Commission has shut down another illegal early super release scheme with the scheme’s operators surrendering their passports pen...

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 4 days ago

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

1 week 6 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 4 days ago
moneymanagement logo