DIRECTOR

Financial planning

Melbourne man faces Federal Court charges over allegations that he and his company sought to unlawfully raise in excess of $1.3 million by offering securities without a d...

Financial planning

In the aftermath of the collapses of Timbercorp and Great Southern, consumer confidence is continuing to play a significant role in the performance of listed agribusiness...

Financial planning

Former Fincorp Investments chair and chief executive Eric Krecichwost and finance director Jacob Lee Quigley charged with dishonestly using their positions to gain advant...

Financial planning

The former financial controller and director of the Westpoint Group, Graeme Rundle, has been charged under the NSW Crimes Act....

Financial planning

Will create global listed real estate and infrastructure group with Brookfield Investment Management....

Financial planning

The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...

Life/Risk

Dealer group Wealthsure has entered strategic partnerships with five new life insurers, rationalising an existing 19 relationships....

Editorial

Industry commentators are predicting many Australian managed share funds will not be able to make either quarterly or half-year distributions to investors this year due t...

Policy & Regulation

A director of a South Australian-based advice firm has called for a temporary suspension of payroll tax to allow small and medium sized businesses, including advice firms...

People & Products

Three board members to step down following annual general meeting in November....

Financial planning

Timbercorp will no longer be a provider of managed investment schemes, with new management relying on institutional support for capital....

Financial planning

Will replace in-house system for managing investment portfolio assets....

People & Products

Funds under management down 29 per cent in last financial year....

Financial planning

National mortgage broking company Refund Home Loans has entered into a joint venture with PIS under which it will offer the group's financial products to its existing cli...

Financial planning

New global infrastructure fund launched for retail and institutional investors....

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