MORTGAGE

Editorial

Challenger Financial Services Group has reported a net loss of $235.45 million for 2003/04 - the result of $280 million goodwill write down....

Financial planning

Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...

Financial planning

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Financial planning

The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....

Financial planning

There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....

Financial planning

Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...

Financial planning

Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...

Funds management

A group of property investment seminar promoters have agreed to consent orders in the Federal Court to correct misrepresentations allegedly made in material promoting a s...

Financial planning

Diversified fixed income funds composed of alternative asset classes such as hybrid securities and global high yield corporate bonds are only achieving average performanc...

Financial planning

Boutique financial planning group Centrestone Wealth Advisory Group has confirmed its push into the lending advice space, with the launch of Centrestone Lending Advisers....

Financial planning

AMP Financial Planning has appointed former ING head of aligned distribution Grant Pearson as its new head of advice segments, as part of a restructure of its senior mana...

Financial planning

The Securities Institute has teamed up with the Mortgage Industry Association of Australia to raise broking standards ahead of a regulatory shake-up in the sector analogo...

Financial planning

International Mezzanine Funds Management has recruited two former Challenger executives including former managed investments director Martin Ashe as its new managing dire...

Financial planning

Vanguard Investments has been given the top rating across three fixed interest categories in Navigator Research’s fixed interest review of 17 managers and over 40 funds i...

Financial planning

Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...

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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 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 5 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 3 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 1 day ago