Rebecca Evans

News by this author

15 December 2004

Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....

14 December 2004

A former National Australia Bank financial planner who lost almost $5million of client monies through illegal activities faced a Sydney Court yesterday to answer 14 crimi...

14 December 2004

Financial planning dealer groups may emerge as the prime target for mortgage brokers looking to gain competitive advantage, with a new report exposing effective distribut...

13 December 2004

The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...

13 December 2004

FuturePlus Financial Services has struck a deal with software provider Milestone to implement its integrated fund processing and analytic software platform....

12 December 2004

Russell Investment Group will hand over the administration of one of Australia’s oldest corporate superannuation funds in April next year after AMP declared it was transf...

12 December 2004

The Australian Securities and Investments Commission has had another win after successfully taking claims to the Supreme Court against the operator of a failed solicitor’...

9 December 2004

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

6 December 2004

The Federal Government has formed a new advisory committee to assist the Australian Taxation Office in devising an education campaign ahead of the implementation of the c...

5 December 2004

Financial planners who provide direct equity advice have failed in their bid to gain an exemption from having to provide a Statement of Advice (SOA) in time-critical situ...

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

20 hours ago
JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

1 day 17 hours ago
JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

1 day 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

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. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 4 weeks ago