LA TROBE

Financial planning

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

Funds management

BlackRock Australia’s head of intermediary distribution James Waterworth has taken up a new distribution role at an alternative asset manager, while Antipodes has hired a...

Funds management

The firm was fined for false and misleading marketing of its $5.15 billion Australian Credit fund over three years....

Financial planning

La Trobe Financial has announced measures to help those businesses affected by COVID-19....

Funds management

2019 was a unique case of bonds and riskier equity markets both having a strong year....

People & Products

A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...

People & Products

La Trobe Financial’s retail Credit Fund has hit $2 billion in fund under management milestone....

Funds management

La Trobe Financial has today launched a new online investment platform for investors looking to work online....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo