FINANCIAL PLANNING

INDUSTRY NEWS

Recent volatility in global equity markets has caused a slow-down in Macquarie Bank’s disposal of seed assets into specialist funds, according to the company’s leading ex...

INDUSTRY NEWS

People treating Asia as one investment market are overlooking the multi-faceted characteristics of the region, and hence its ability to provide the basis for effective an...

INDUSTRY NEWS

Macquarie Bank has revealed it is currently in discussions with the Australian Prudential Regulation Authority with a view to changing the application of some banking reg...

INDUSTRY NEWS

Macquarie Bank has sought to use its annual general meeting to defend its remuneration strategy for senior executives....

INDUSTRY NEWS

The Bank of Ireland has restructured its investment arm Bank of Ireland Asset Management, which has involved three new appointments at managing director level....

INDUSTRY NEWS

Australia’s contracts for difference (CFD) market is set to more than triple in the next five years, according to GreenCFD managing director Goran Drapac....

INDUSTRY NEWS

Invesco has appointed Mick O’Brien as the new chief executive for its Australian operation....

INDUSTRY NEWS

Macquarie Mortgages has announced its acquisition of Canadian-based Cervus Financial for C$12.5 million (A$15 million) as being part of its global strategy to selectively...

INDUSTRY NEWS

Independent financial planning and stockbroking firm Shadforths has established its presence in the Sydney market after entering into a joint venture with Taylor Bowring ...

INDUSTRY NEWS

Australia’s residential mortgage market is at its lowest level of growth since 2001, forcing major lenders to resort to new strategies to survive the slow period, accordi...

INDUSTRY NEWS

OFM Investment Group has acquired privately owned funds management company Century Funds Management Limited....

INDUSTRY NEWS

A Sydney financial adviser has been banned from providing financial services for three years after failing to ensure his advice was appropriate to his client’s needs....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

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

2 days 13 hours ago