CHAIRMAN

Financial planning

Count Wealth Accountants is to raise $8 million as part of its long heralded float due to start on November 6, which will set the group with a market capitalization of $8...

Financial planning

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

Financial planning

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

Financial planning

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

Financial planning

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

Financial planning

The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....

Financial planning

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

Funds management

The National’s funds management arms have felt the analytical sting of Morning-star with the ratings of County Investment Management being dropped to two stars and the Na...

Financial planning

Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....

Financial planning

The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....

People & Products

Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....

Financial planning

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

Financial planning

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

Financial planning

Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...

Financial planning

Newcastle-based Financial Security Group has unveiled a plan to expand the group nationally after the opening of its first Sydney office, proving itself as a contender in...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago