ANNUAL GENERAL MEETING

Financial planning

The question of regulatory oversight of the mortgage broking industry has re-emerged with the Mortgage Industry Association of Australia looking to change its name to ref...

Financial planning

IOOF has announced it will acquire the remaining share of Perennial Investment Partners it does not currently own for an initial payment of $67.9 million plus a possible ...

Financial planning

The Snowball Group has declared its intention to purchase Western Pacific Financial Group, which will result in scale benefits for the combined entity and a new level of ...

Financial planning

Recent volatility in global equity markets has caused a slow-down in Macquarie Bank’s disposal of seed assets into specialist funds, according to the company’s leading ex...

Financial planning

Macquarie Bank has revealed it is currently in discussions with the Australian Prudential Regulation Authority with a view to changing the application of some banking reg...

Financial planning

Macquarie Bank has sought to use its annual general meeting to defend its remuneration strategy for senior executives....

Financial planning

AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...

Financial planning

Count Wealth Accountants has announced that reverse mortgage products provided by ABN Amro, Bluestone Equity Release and Macquarie Mortgages would be added to its recomme...

Financial planning

The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...

Financial planning

The Financial Services Institute of Australasia (FINSIA) has experienced a strong 2005, posting a surplus of $1 million and increasing its membership by 30 per cent over ...

Financial planning

TFS Corporation is expecting to maintain sales of its managed investment scheme woodlots in the current financial year....

People & Products

The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...

Financial planning

First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...

Financial planning

Large listed accountancy and financial planning firm Investor Group has changed its name to the WHK Group....

Financial planning

IOOF will revamp its administrative platform for financial advisers by splitting its existing offering in half....

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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 4 days ago

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

3 days 18 hours 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. ...

4 days 21 hours ago