EXECUTIVE DIRECTOR

Financial planning

Combined FUM offers scale for overseas expansion....

Financial planning

Portfolios 'outperforming' mainstream funds....

Financial planning

Joins list of fund managers easing access for pensions affected by frozen redemptions....

Funds management

Takes stake in small cap manager, creates new fund....

Financial planning

Slowing investment markets have resulted in a jump in complaints against advisers....

Editorial

There is a growing view that environmental, social and corporate governance (ESG) issues can influence the performance of investment portfolios. CLAIRE GALEA outlines the...

Financial planning

Certified Financial Strategist (CFS) to compete with FPA's CFP designation....

Financial planning

The former CEO joins Deloitte....

Financial planning

Strong interest from community sector and HNWs....

People & Products

David Cooper’s successor named....

Financial planning

Michael McFarlane resigns as chairman and director....

Financial planning

Fund of hedge funds manager launches two new products....

Financial planning

Statistics point to a surge in female planners....

Financial planning

Statistics point to a surge in female planners....

image
Financial planning

New adviser designation in the pipeline....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks ago