FINANCIAL PLANNING

INDUSTRY NEWS

Financial services company Navigator will be providing a low cost service to assist securities dealers and life insurance brokers obtain Australian Financial Services Lic...

INDUSTRY NEWS

Chapel Road, the financial planning dealer group which had its licence revoked in April 2001, will be able to operate once again after the Administrative Appeals Tribunal...

INDUSTRY NEWS

AMP Australian Financial Services and Asgard yesterday concluded a deal agreed in May to utilise the latter’s e-wrap platform across all AMP dealer groups....

INDUSTRY NEWS

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer John Nairn in the newly created role of chief operating officer....

INDUSTRY NEWS

Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...

INDUSTRY NEWS

Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...

INDUSTRY NEWS

Agribusiness group Integrated Tree Cropping (ITC) has moved to reassure investors in its managed investments schemes that its timber projects will be unaffected due to re...

INDUSTRY NEWS

AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...

INDUSTRY NEWS

Count Financial Services managing director Barry Lambert has strenuously denied claims the group operated without professional indemnity (PI) insurance cover after a numb...

INDUSTRY NEWS

Commonwealth Bank (CBA) head of financial planning Geoff Austin will be replaced this week after two years at the helm of the group’s advisory business....

INDUSTRY NEWS

The big four banks are failing to attract top funds management inflows in the current climate, according to Assirt, due to a trend towards sector specialists and the fall...

INDUSTRY NEWS

Former Sagitta Wealth Management head of Australian equities Andrew Brown has resolved his legal dispute with Westpac Banking Corporation with an undisclosed out of court...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 4 weeks ago

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

6 months ago

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

8 months ago

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

3 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....

4 weeks ago

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

4 weeks 1 day ago