ACCC

Financial planning

Risk-focused dealer group Synchron is strongly considering going to the Australian Competition and Consumer Commission (ACCC) over a particular dealer group charging advi...

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Financial planning

ASIC is aware of the payment of sign-on bonuses but has yet to signal any specific action. ...

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Financial planning

Perpetual has received the final regulatory approval required to proceed with its acquisition of The Trust Company, with the New Zealand Overseas Investment Office granti...

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Financial planning

Federal Treasurer Joe Hockey gives approval for Trust acquisition by Perpetual....

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Financial planning

Perpetual-Trust merger to create largest trust services provider in the Australian market....

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Financial planning

Trust suitor claims it offers the best long-term value but questions claims about post-merger savings....

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Financial planning

Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....

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Editorial

Equity Trustees has reported a net profit after tax of $8.7 million for the 12 months to the end of 30 June 2013, stating that the result was affected by costs associated...

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Financial planning

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

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Financial planning

Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...

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Financial planning

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...

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Funds management

Equity Trustees to front industry referee to comment on trustee market future ...

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Life/Risk

The FSC says it will resume development of self-regulation on churn from the position previously reached on claw-back. ...

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Life/Risk

Letter from Shorten and consultation with ASIC prompts FSC to reopen moves for self-regulation around churn. ...

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Financial planning

The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks 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. ...

1 week 3 days ago

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. ...

3 days 8 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago