Freya Purnell

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Financial planning

30 Oct

ASIC calls for comment on managing conflicts of interest

The Australian Securities and Investments Commission (ASIC) has called for industry comment on draft proposals relating to conflicts of interest management obligations fo...

Financial planning

29 Oct

D-day looms for life advisers

The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...

Financial planning

27 Oct

Asgard re-jigs SMAs for growth

Asgard has relaunched its Separately Managed Accounts (SMAs) in superannuation, pensions and investments, following a review of its model portfolios....

Financial planning

24 Oct

Asgard keeps it in the family

Platform provider Asgard has announced it will give fee discounts of up to 32 per cent for linked family accounts....

Financial planning

24 Oct

ING swift to replace distribution exec

ING has moved quickly to announce a replacement for its IOOF-bound head of funds management distribution, Jarrod Brown with the appointment of an ING regional executive -...

Financial planning

23 Oct

Tribeca groups combine in rebranding

Financial services education provider Tribeca Corporation will align its three brands under the moniker Tribeca Learning Limited, according to a proposal being put to sha...

Financial planning

22 Oct

JDV strikes deal with Netwealth after buyout wraps up

Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...

Financial planning

20 Oct

ASIC says it is not baying for blood

The Australian Securities and Investments Commission has reacted angrily to claims it’s regulation of the financial services industry is excessive and that it is “a loose...

Financial planning

19 Oct

Praemium wraps up deal with new planning groups

Wrap provider Praemium Portfolio Services has signed up another four groups to its service - bringing its total number of client adviser users to over 400....

Financial planning

14 Oct

Wattle sourcing agents sentenced

Four men embroiled in the failed Wattle Group investment scheme through their association with sourcing agent Australasian Management Consultants (AMC) were sentenced yes...