Trinity Funds Management's Investor Advisory Board (IAB) has formed a new committee to deal with the tender process for the management of Trinity's unlisted funds....
The Australian Prudential Regulation Authority's superannuation tables are not reflective of many superannuants' experiences, nor a meaningful indicator of how super fund...
New client suitability tests for margin lending may be only the beginning of such assessments for financial services products, a specialist lawyer has said....
FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....
MLC has used its submission to the Ripoll Inquiry to call for a comprehensive review of the Financial Services Reform Act, saying the FSR is working against its original ...
While trustees will have relief from FSR, clients can still sue for negligent advice....
Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, accor...
Significant tax issues facing financial services, some recommendations likely to be excluded from consultation....
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Receivers and managers have been appointed to troubled City Pacific following the loss of its First Mortgage Fund....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...
Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...
Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...