DIRECTOR

Superannuation

Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....

Financial planning

They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...

Financial planning

Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...

Financial planning

A Perth-based financial adviser has been permanently banned from the industry after engaging in fraudulent and misleading activities, according to the Australian Securiti...

Financial planning

AXA Framlington, an equity fund manager within AXA Investment Managers (AXA IM), has been named equity manager of the year at the 2011 United Kingdom Pensions Awards....

Superannuation

The median superannuation growth fund returned just 0.2 per cent in April, with further appreciation of the Australian dollar reducing the unhedged returns of internation...

Funds management

Russell Investments is further expanding its ETF offering, with the launch of a new instalment warrant and the announcement of its first venture into ETFs in the United S...

Financial planning

Synchron has lashed out at the Government, the industry funds and what it sees as the 'socialist' agenda behind the Future of Financial Advice (FOFA) reforms....

Financial planning

A reduction in the low-income tax offset (LITO) for minors will have the desired effect of reducing tax reduction strategies for family trusts, but could also disadvantag...

Financial planning

Westpac chairman Ted Evans has announced his retirement....

Policy & Regulation

Accounting firm Crowe Horwath has expressed concerns about the Government's handling of trust income taxation reform, claiming it is not allowing enough time for consulta...

Financial planning

A Sydney-based derivatives dealer has been banned from providing financial services following an investigation into allegations of misleading conduct and conducting busin...

Financial planning

Sydney Angels Sidecar Fund has attracted the interest of MH Carnegie & Co as an investor and partner targeting larger co-investments....

Superannuation

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

Financial planning

AMP Horizons Financial Planning Academy has become a national centre responsible for ongoing education and the development of its entire financial planner base, according...

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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 3 weeks ago

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

7 months 3 weeks ago

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

1 week 6 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...

4 weeks ago

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

2 weeks 4 days ago