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FINANCIAL PLANNING
INDUSTRY NEWS
The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...
INDUSTRY NEWS
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
INDUSTRY NEWS
Sealcorp has rounded out its Asgard platform offering with the addition of superannuation and pensions to its wrap account to sit alongside the investment options introdu...
INDUSTRY NEWS
JBWere and Goldman Sachs today formalised the merging of their Australian and New Zealand operations in a deal which sees the latter take a 45 per cent stake in the Melbo...
INDUSTRY NEWS
Industry research house Lonsdale Securities (Lonsec) has signed an agreement with corporate credit ratings agency Rapid Ratings to provide it with credit ratings on the i...
INDUSTRY NEWS
The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...
INDUSTRY NEWS
More than one third of Stockford principals have agreed to buy their businesses back from the group’s administrator, after the troubled accounting and financial planning ...
INDUSTRY NEWS
Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...
INDUSTRY NEWS
The Investor Group dealership has struck a deal with the administrators of the troubled Stockford group to buy one of the company’s Melbourne based financial planning bus...
INDUSTRY NEWS
The credibility of the recent report into the quality of financial planning advice by the Australian Securities and Investments Commission (ASIC) and the Australian Consu...
INDUSTRY NEWS
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
INDUSTRY NEWS
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
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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...