Former Tower Life executive Bill Wawn has taken on the second in command post at BT Portfolio Services....
More than $3.4 billion in superannuation has been lost by Australians, with the amount held in unclaimed accounts growing by more than $1 billion a year....
A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....
Macquarie Portfolio Services reckons it can sign up 40 financial planning dealer groups to its new wrap service by the end of next year....
More than $3.4 billion in superannuation has been lost by Australians, with the amount held in unclaimed accounts growing by more than $1 billion a year....
The Financial Planning Association (FPA) has added one new face and returned three long serving FPA board members to its board....
Two of Investor Security Group’s biggest producers have left the group to join Adviser Investment Services (AIS)....
Howard Funds Management’s flagship product, the Howard Mortgage Product, has been awarded ASSIRT’s highest rating....
Timber group Auspine and IOOF Australia Trustees have reached a settlement in their year-long legal dispute over a South Australian forestry investment scheme. ...
A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....
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...