EXECUTIVE DIRECTOR

Financial planning

The Financial Planning Association’s new conflicts of interest principles do not go far enough to ensure compliant advice, according to Australian Securities and Investme...

Financial planning

Tower Australia is offering 17 of its senior executives a total of 6.1 million share options, each for one Tower ordinary share....

Financial planning

The Senior Australians Equity Release Association of Lenders (Sequal) has highlighted the difference between reverse mortgage products offered by its members and the fixe...

Financial planning

Most superannuation product providers have recently issued deficient product disclosure statements, the corporate regulator has discovered....

Financial planning

ING Australia and its aligned financial planning groups have experienced a growth spurt in planners, but overall financial performance for 2005 was disappointing....

Financial planning

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

Financial planning

The Wattle scheme that robbed nearly 3,000 Australians of $200 million has reappeared, with a lawyer in Britain making bogus claims that he has recovered some of the lost...

Financial planning

Abstract Long...

Financial planning

Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...

Financial planning

Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....

Financial planning

Leading financial services industry figures involved in discussions regarding disclosure at the ASIC Summer School have agreed disclosure practices must be plainer and ea...

Financial planning

Asgard Wealth Solutions has lost another key figure from its distribution team with the departure of associate director of institutional business services Wes Gillett....

Financial planning

Advisers and consumers will soon have greater access to information about reverse mortgages as Sequal prepares equity release education standards for advisers, and ASIC l...

Financial planning

Managed investment scheme promoters who exploit the tax system will be open to civil penalties in the Federal Court if a new bill is passed....

Financial planning

Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...

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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