The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...
New master trust regulations have trapped its first victim after financial planning group Chapel Road was forced to switch master trusts before regulations come in to for...
Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...
Dresdner has increased its presence in the burgeoning Chinese investment market with the signing of a co-operation agreement with a Chinese financial services group....
RetireInvest and Godfrey Pembroke have beaten off six competitors to supply financial planning and advice to members of Towers Perrin SuperSolutions superannuation packag...
Tony Lally has resigned as chief executive of Commonwealth Financial Services after a 10 year stint at the helm of the bank’s funds management arm....
Co-founder of Portfolio Partners, Keith Ince, has stepped down from his role as co-managing director of the Norwich-owned fund manager....
Towers Perrin will take on the administration, actuarial and consulting services for the News Limited superannuation funds after the media group decided to switch from it...
An adviser banned by the Australian Securities and Investment Commission (ASIC) for involvement in the Wattle Group has had the ban set aside after an appeal to the Admin...
Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
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...