DIRECTOR

Financial planning

The Australian Securities and Investments Commission has launched civil action against the directors and companies involved in the collapse of the MFS group of companies....

Financial planning

Small advice firms and dealer groups actively targeting private wealth and investment bank advisers affected by restructuring programs....

Financial planning

Melbourne man convicted and sentenced to 150 hours unpaid community work following ASIC charges....

Financial planning

Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...

Financial planning

Software companies need to start considering how to help advisers market their knowledge to potential clients....

Financial planning

Japanese fund manager Nomura Asset Management will be launching a retail China fund in Australia next month....

Financial planning

Proposals to increase online disclosure risks details being obscured by complexity of websites....

Financial planning

A Brisbane man who promoted an unregistered managed investment scheme pleads guilty and is jailed for 13 years....

Editorial

In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....

Financial planning

While financial planners may be skilled in advising clients to include property in their investment portfolio, they don't have the skills, ability or licence to assist cl...

Policy & Regulation

Finance broker offers warning to businesses contemplating taking up the ATO's offer to defer tax payments....

Financial planning

Former Octaviar CFO, staff, paid out $940,000 by liquidators Deloitte and Bentley's Corporate Recovery....

Financial planning

Melbourne property group AustFin has launched a new property syndicate....

Financial planning

IPD secures former Colonial First State Asset Management head of research as managing director of its Australia and New Zealand business....

Financial planning

Leading research house Zenith believes it may have to eventually change its pricing model....

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 3 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 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago