FINANCIAL PLANNING

INDUSTRY NEWS

Hong Kong-based private wealth management company Harris Fraser Group is using the Australian retail advice model to poach high-net-wealth clients from private bankers....

INDUSTRY NEWS

Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....

INDUSTRY NEWS

NZ’s Tower sells Tower Investments to Fisher Funds for NZ$79 million....

INDUSTRY NEWS

After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...

INDUSTRY NEWS

A former Hogan and Partners stockbroker has been sentenced to four years in jail following an ASIC investigation into fraudulent and deceptive conduct....

INDUSTRY NEWS

David Hobbs, who was described by ASIC as the ‘mastermind’ behind a $30 million Ponzi scheme, was handed the largest penalty in the regulator’s history....

INDUSTRY NEWS

Equity Trustees confirms its bid for Trust Company Limited had followed earlier failed discussions....

INDUSTRY NEWS

The Financial Services Council has cited the opposition of key Labor figures to reinforce its case for the Governnment to stop tinkering with super....

INDUSTRY NEWS

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

INDUSTRY NEWS

DST Global Solutions this week announced an expansion of its Anova team in the region....

INDUSTRY NEWS

Specialist provider Topdocs has launched a new product into the SMSF sector which it says is aimed at speeding up and simplifying the task of updating SMSF deeds....

INDUSTRY NEWS

NAB Asset Servicing has connected to the Calastone global transaction network to facilitate its interaction with fund managers....

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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 1 week 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...

2 weeks 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 3 days ago

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

4 days 5 hours ago