TIM HALL

Financial planning

A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clien...

Features

As investors search for growth in the new (post-COVID-19) world, Chris Dastoor writes, small/mid-caps are the frontier – although it will require experienced trailblazers...

Awards

The Fairview Equity Partners Emerging Companies fund won this year’s Money Management Fund Manager of the Year award in the Australian Small/Mid Cap Equities category....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 17 hours ago