FINANCIAL ADVISERS

Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Financial planning

Three developments over the past few weeks point to a major surge in the purchase of managed funds without advice and a major headache for advisers without their fingers ...

Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australia stock exchange....

Financial planning

Before falling foul of the law and losing $165 million on behalf of it inves-tors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers int...

Financial planning

Before falling foul of the law and losing $165 million on behalf of it investors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers into...

Financial planning

Fidelity Investments has fired the first salvo in a direct assault on Charles Schwab’s dominance of the adviser referral business, launching an initiative to link custome...

Financial planning

At least another three advisers are still to feel the sting of the investment watchdog in the wash up to the failed Wattle Group scheme....

Funds management

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

Financial planning

The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...

Financial planning

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

Financial planning

InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service....

Financial planning

With those ruddy big blocks of concrete being set up in Homebush, you could be forgiven for thinking that Sydney was going sports mad....

Funds management

Why the big four want fund managers It may only be a coincidence, but the top two performers in this year’s Money Management Fund Manager of the Year Awards are now the...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

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

2 weeks 3 days ago

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

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago