DIRECTOR

Financial planning

Several Australian superannuation funds are set to invest in Bermuda-based Orbis Investment Management’s new locally-based wholesale international equities fund, which wa...

Financial planning

Members of superannuation funds that still use a credit rating approach to allocate investment earnings could suffer significant financial losses if they switch funds....

Financial planning

Van Eyk and property research group, Managed Investment Assessments have released the first report completed under a strategic alliance formed by the companies in April t...

Financial planning

Web Abstract long compulsory...

Financial planning

Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...

Financial planning

A former Mawson Securities adviser who allegedly defrauded the Queensland company of nearly $500,000 is one of three separate fraudsters to be set upon by the Australian...

Financial planning

Even though they are yet to become law, the corporate regulator says it will generally accept the Federal Government’s proposed refinements to financial services legislat...

Life/Risk

AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....

Financial planning

Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...

Financial planning

Allegations of misleading conduct and mismanagement are behind a class action launched yesterday by 737 investors against AM Corporation founder David Smith and a former ...

Financial planning

Trustees of superannuation funds have been given an extra year by the corporate regulator to provide Product Disclosure Statements to members that are meant to detail dif...

Superannuation

Last June the corporate watchdog went on the attack in the Apple Isle. As most people have probably heard by now, their victim, Hobart based adviser and authorised repres...

Financial planning

A former director of unlicensed Sydney financial services, Pegasus Leveraged Options Group, has plead guilty to stealing $2.1 million from clients....

Financial planning

The Australian Securities and Investments Commission has revised its policy statement PS176 to make it easier for wholesale foreign financial services providers to operat...

Funds management

There may be fewer competitors in the multi-sector category of the Fund Manager of the Year Awards, but it doesn’t make it any less easy a category to judge. Assirt fund ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 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 ...

6 months 2 weeks ago

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

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 17 hours ago