Search Page

Displaying results 161441 - 161460 of 185315

 

A NSW SMSF accountant has been charged with multiple counts of criminal conduct and fraud after he misused investor funds and made false and misleading statements to inve...

Accounting • 3 February 2016

Vow Financial has partnered with the Gerry Ryan-backed My Local Broker as part of an aggregation agreement....

Funds management • 4 February 2016

EQT points to one-offs amid an operating profit forecast before tax of around $13.7 million to $14.2 million in the six months to December....

Funds management • 4 February 2016

Rather than isolating specific tax levers when considering super tax changes, the Government needs to do it in a holistic manner, ASFA believes....

Superannuation • 4 February 2016

More challenging times have seen the remuneration of investment management executives rise only modestly....

Funds management • 4 February 2016

DomaCom is closing its latest capital raising program ahead of schedule, having secured $8 million from investors, ahead of a planned IPO later this year. ...

Funds management • 4 February 2016

netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...

Financial planning • 4 February 2016

Proposed new portfolio disclosure holdings requirements force super funds to more clearly disclose the value of direct and unlisted investments....

Superannuation • 4 February 2016

New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....

Financial planning • 4 February 2016

It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...

Tools & guides • 4 February 2016

ASIC has banned a NAB adviser from providing financial services for seven years after investigations found he had broken financial services laws....

Financial planning • 4 February 2016

Jassmyn Goh finds out if investors are looking to alternative investments to beat market volatility and a low interest rate environment....

Features • 5 February 2016

Malavika Santhebennur looks at what legislative changes the SMSF sector can expect in 2016 and what remains in limbo in part two of this feature on SMSFs....

Features • 5 February 2016

With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...

Features • 5 February 2016

A Queenslander who raised more than $1.5 million from investors – including members of his own family – without an AFSL has been permanently restrained from providing fin...

Financial planning • 5 February 2016

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

Features • 5 February 2016

Satisfaction with the big banks among home loan customers seem to be back on track following a dip after home loan rates increased last year, Roy Morgan research found....

Financial planning • 5 February 2016

As Mine Wealth + Wellbeing searches for a replacement CEO it has appointed its chief governance and risk officer as interim CEO....

Superannuation • 5 February 2016

Financial planning software provider Adviser Logic will relaunch its system in the coming months, with a spate of user interface enhancements announced....

Financial planning • 5 February 2016

High net-worth individuals are looking to take advantage of cut-priced stocks with attractive long-term performance outlooks, a survey reveals....

Financial planning • 5 February 2016
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 week 6 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
Powered by MOMENTUM MEDIA
moneymanagement logo