Perpetual Trustees will aim to keep a lid on costs in preparation for a possible downturn in the stock market....
Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....
AMP Asset Management has been confirmed as the biggest manager of property in Australia, narrowly edging out Westfield Holdings....
A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....
Chase Manhattan Bank has forked out nearly $60 billion to acquire JP Morgan in a stock swap valued....
Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....
About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...
NRMA Insurance is looking to aggressively grow its funds management operations with an ac-quisition, according to chief executive Eric Dodd....
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...