FINANCIAL PLANNING

INDUSTRY NEWS

Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers....

INDUSTRY NEWS

Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters. ...

INDUSTRY NEWS

ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors....

INDUSTRY NEWS

There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands o...

INDUSTRY NEWS

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

INDUSTRY NEWS

Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final dec...

INDUSTRY NEWS

Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries....

INDUSTRY NEWS

Investors in Australia have among the highest return expectations in the world, according to Natixis Investment Managers, targeting double-digit growth above inflation fr...

INDUSTRY NEWS

In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses....

INDUSTRY NEWS

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

INDUSTRY NEWS

ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by inter...

INDUSTRY NEWS

Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural confli...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks 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 ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days 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 ago

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

2 weeks 3 days ago