THETA ASSET MANAGEMENT

Financial planning

Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

Policy & Regulation

As three directors face multiple criminal charges for their involvement in Sterling Income Trust, four years after it collapsed, Money Management reflects on Sterling’s t...

Financial planning

Robert Patrick Marie has been banned by the corporate regulator for four years from providing any financial services....

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Financial planning

The liquidated firm’s managing director, Robert Marie, has been ordered by the Federal Court to pay $100,000 after he and the firm were found to have issued five defectiv...

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Funds management

ASIC has issued a stop order on Product Disclosure Statements issued by Theta Asset Management due to concerns regarding inadequate disclosure of risks....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

17 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 18 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago