DIRECTOR

Financial planning

Federal Treasurer Peter Costello has announced the appointment of John Trowbridge as a member of the Australian Prudential Regulation Authority....

Financial planning

The Supreme Court of New South Wales has extended orders preventing the sole director of Palentia, formerly known as Kebbel, from leaving the country and disposing of his...

Financial planning

Mortgage dealer group The Brokerage has raised the entry bar for its brokers with a new professional standards policy....

Financial planning

ASIC has filed an application in the Queensland Supreme Court seeking orders against an unregistered investment scheme being operated by Intertax Holdings....

Life/Risk

The corporate regulator has applied for orders to have another company linked to the Westpoint Group wound up and has separately brought charges against a Tasmanian insur...

People & Products

The man who established Portfolio Partners Limited in 1994, Keith Ince, has been appointed executive vice chairman and head of asset management in Australia by Credit Sui...

Superannuation

Melbourne-based life insurance broker Family Care Australia has entered into an alliance with MetLife Insurance to offer self-managed superannuation fund members “discoun...

Financial planning

Boutique dealers will need to have more than 100 advisers to remain profitable, according to a new costs and revenue survey of financial planning dealer groups....

Financial planning

The corporate regulator has urgently sought orders to restrain the sole director of Palentia, a company formerly known as Kebbel, from leaving the country following a tip...

Financial planning

Auditor KPMG has defended itself against claims that it had some responsibility for the losses incurred by investors in the failed Westpoint group of companies....

Financial planning

Putnam Investments has launched two Australian resident managed investment schemes as part of its strategy to grow its Australian business....

Financial planning

In the next step in the transformation of its financial planning business, AMP Financial Services has split its back office operations and services from its financial pla...

Financial planning

Andre Michalik, the former promoter of a scheme for the early release of superannuation entitlements, has been jailed for two years by the Supreme Court of New South Wale...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago