Freya Purnell
News by this author
19 Jan
The Colonial First State (CFS) Wholesale 452 Australian Share Fund, offered through an alliance between CFS and 452 Capital, has provided a 21.7 per cent net return in it...
12 Jan
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
08 Dec
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
08 Dec
The Money Management Financial Planner of the Year Award is now in its 15th year since awarding the inaugural prize in 1989 to David Worley....
02 Dec
Ipac Securities has launched iAccess, a tailored version of the AXA’s Summit wrap platform which will be available to ipac advisers and related third parties....
28 Nov
Lonsec has upgraded Deutsche and Citigroup to ‘highly recommended’ in its latest Australian equity large cap sector review, joining Perennial/IOOF Value, Investors Mutual...
24 Nov
Van Eyk Research has awarded five managers – Alliance Research, Barclays Global Investors, Capital, Massachusetts Financial Services and Wellington (Global Research) – it...
17 Nov
Investor Group has reached an in principle agreement to purchase Queensland accounting and financial planning business TCM Partners, rounding off a year of acquisitions f...
11 Nov
Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....
10 Nov
With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....
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A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
3 weeks 5 days ago
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
2 weeks 3 days ago
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
4 days 2 hours ago
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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...