EXECUTIVE DIRECTOR

Financial planning

Goldman Sachs JBWere has launched a series of funds offering investors exposure to the indices of Asian, European, and emerging market economies....

Financial planning

The latest research conducted into the reverse mortgage market has shown the use of these types of products has continued to grow in a significant manner over the past 12...

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Funds management

Pengana Capital has launched a European property trust through a joint venture with UK-based financial services firm Credo Group....

Financial planning

Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...

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Financial planning

CPA Australia has teamed up with the Senior Australians Equity Release Association of Lenders to promote the benefits of reverse mortgages and dispel some myths surroundi...

Financial planning

ING has just completed an overhaul of its platform’s customer service processes after coming to terms with the fact advisers were taking their business elsewhere because ...

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Financial planning

A former director of Progressive Investment Securities has been convicted on nine charges of making false statements under oath to the Australian Securities and Investmen...

Financial planning

Eight South Australian members of the Association of Independently Owned Financial Planners have been appointed to give financial planning advice to Holden employees retr...

Financial planning

Consumer protection body Choice has called for an improvement in the standards exhibited by mortgage brokers in regard to the information and advice they are issuing to t...

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Financial planning

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Financial planning

Reverse mortgage industry body, SEQUAL, has hit back at claims that seniors are at risk from commission-hungry financial planners, calling the comments unwarranted....

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Financial planning

An unlicensed adviser in Queensland has received a five-and-a-half year jail term for the dishonest use of over $500,000 of investors’ money...

Financial planning

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Financial planning

Western Australian mortgage broker Pauline Murray has become the first to receive a new reverse mortgage accreditation from the Senior Australians Equity Release Associat...

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Financial planning

Privately owned Avenue Capital Management has opened a second North Sydney practice, continuing the organic growth strategy the group has employed since launching in 2001...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

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 2 weeks ago

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

3 weeks 6 days 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 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 3 days ago