FINANCIAL PLANNING

INDUSTRY NEWS

An education and research fund has slipped though the cracks in the imminent transition of market supervision from the Australian Securities Exchange (ASX) to the Austral...

INDUSTRY NEWS

Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....

INDUSTRY NEWS

Standard & Poor's Fund Services (S&P) has placed Challenger's three property funds and two Australian share funds 'on hold' following several major announcements by the c...

INDUSTRY NEWS

Aurora Funds expects to list on the Australian Securities Exchange (ASX) next week following its successful capital raising....

INDUSTRY NEWS

The corporate regulator has issued a warning to both listed and unlisted companies on creative and inadequate financial reports in the lead up to the reporting season, wi...

INDUSTRY NEWS

Law firm Slater & Gordon has moved in to represent Sonray clients, describing the failed Melbourne broking and advice house as another Opes Prime....

INDUSTRY NEWS

Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...

INDUSTRY NEWS

Small business director James O'Rourke has been sentenced to two and a half years in jail by the NSW District Court for using a scheme to avoid paying tax on his overseas...

INDUSTRY NEWS

Count Financial has succeeded in recruiting van Eyk Research's general counsel and company secretary, Anna Smith, in a move that it says will boost its compliance and reg...

INDUSTRY NEWS

QIC will be offering superannuation funds what it calls a dynamic lifestyle approach, adjusting investment strategies throughout a member's life to improve retirement out...

INDUSTRY NEWS

Health insurer NIB has acquired a specialist insurer of temporary migrant workers based in what it describes as a growth segment of the market....

INDUSTRY NEWS

Standard & Poor’s Fund Services has withdrawn ratings from five BT Investment Management funds at the manager’s request....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 1 day ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 2 days ago