Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....
Orchard Funds Management has cut the unit price on its Diversity Property Fund by 42 per cent to just 75 cents....
Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....
FICS judgement reinforces need for personal due diligence. ...
Troubled manager takes new tack....
Lack of understanding will see relationships flounder....
Advisers pay too little attention to structuring of insurance....
But expect more volatility in the short-term....
Move to counter poor equity returns....
And it's not as hard as it looks....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...