FINANCIAL PLANNING

INDUSTRY NEWS

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

INDUSTRY NEWS

Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....

INDUSTRY NEWS

Screen scraping technology is raising grave concerns about security risks across the financial services industry with some players fearing it could leave customers expose...

INDUSTRY NEWS

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

INDUSTRY NEWS

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

INDUSTRY NEWS

An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...

INDUSTRY NEWS

Matrix Financial Group is poised to sign up with a master trust supplier, according to managing director Allison Dummett....

INDUSTRY NEWS

The Australian Securities and Investment Commission (ASIC) is unfairly hounding managers of strata investments who comply with the Managed Investments Act while allowing ...

INDUSTRY NEWS

Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....

INDUSTRY NEWS

Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...

INDUSTRY NEWS

News that Australia’s funds management industry has taken a shine to ethical investment has raised a few eyebrows around the industry. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo