CHIEF EXECUTIVE OFFICER

Financial planning

Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....

Financial planning

Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...

Financial planning

The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...

Financial planning

Respected researcher Stephen van Eyk will no longer lead the company that bears his name....

Editorial

Impairment charges have combined with a fall in funds under management and a decline in wealth management revenues to see the Commonwealth Bank report a 7 per cent decrea...

Financial planning

Orchard Funds Management will pay distributions on seven of its funds this month, but a number of its other funds remain suspended and facing financing difficulties....

People & Products

Former Liberal party leader John Brogden to take on IFSA top job next month....

People & Products

Former ING chief executive officer of investment management for Asia Pacific appointed to Bennelong compliance committee....

Financial planning

Recent adverse publicity surrounding managed investment schemes has resulted in some companies, including Kimberley Timber, withdrawing their offerings from the market....

Funds management

Good REITs are being discounted to net tangible assets because of their debt structure, according to the chief executive of property manager Real Estate Capital Partners....

Financial planning

The MIS business model is more appropriately used as a short-term funding solution than a long-term proposition, according to the chief executive of Arafura Pearls....

Policy & Regulation

Australian Bight Abalone will be producing a new PDS in July to take advantage of tax breaks being offered to small businesses by the Federal Government....

Financial planning

In the wash up of Timbercorp and Great Southern, Forest Properties expresses confidence that it can sell up to 15 per cent of its property portfolio....

Financial planning

Treasury group points to the attractiveness of listed investment companies....

Financial planning

While good returns help the survival of a boutique manager, a good capital base and back-office are the keys to long-term survival. These attributes were part of the crit...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks 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 3 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 6 days ago

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

5 days 22 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. ...

1 week ago