Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Hedge funds are increasingly being used by planners, with inflows stable over the past 12 months due to the strength of returns from Australian equities....
The hedge fund industry in Australia has to defend itself against many charges, some justified, but mostly not. In recent years, hedge funds have started to see some soli...
The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...
Fines issued to employers for not paying superannuation to their employees have quadrupled over the past five years, casting a pall over the ability of the super system t...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...