Stuart Engel
News by this author
19 Aug
About two thirds of Australia's retirees are reliant on pensions for their day-to-day living while only one in four rely on superannuation and property investments....
19 Aug
Three years ago, they were a group of former IT and research execu-tives from Lonsdale and IOOF with an idea....
19 Aug
Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....
19 Aug
Ipac Securities has launched a strategic partner program for finan-cial planning practices looking to change the way they approach busi-ness....
19 Aug
National Mutual continues to be the clear leader in attracting life insurance premiums, despite strong inflow growth from arch-rival AMP. National Mutual subsidiary AC&L...
19 Aug
One of Canada's biggest banks is tapping into less expensive distri-bution networks by forming strategic alliances with supermarkets and exploiting Internet opportunities...
19 Aug
Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...
19 Aug
With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....
22 Jul
This year is shaping up as the year the US goliaths finally make their mark on the Australian retail financial services landscape....
22 Jul
Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....
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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. ...
1 week 4 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
4 days 1 hour ago
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. ...
5 days 4 hours ago
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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...