More than half of all DIY superannuation funds will eventually be rolled into master trusts in the next few years, a Melbourne fund manager has predicted....
A Melbourne e-commerce company has launched what is believed to be the UK’s first wrap account and signed up 15 dealer groups to use the new service....
Superannuation and insurance sales in Colonial’s Australian Financial Services division (AFS), which includes financial planning and banking operations, rose 120 per cent...
The growth in global technology stocks is not a bubble and is just the beginning of a cycle that could last 30-years, according to a leading US fund manager....
The merger of Norwich Union’s and CGU’s head offices in Melbourne has not been ruled out as part of the £20 billion global merger announced in London last week....
Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne....
Bendigo Investment Services is looking to build from Bendigo Bank’s grass roots base in the bush to a fully-fledged financial planning group. John Wilkinson explores the ...
A range of UK investment products are expected to become available in Australia with Colonial’s latest acquisition, a Scottish fund manager....
RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....
APN Funds Management is to list its Property for Income Fund on the Austock exempt market this month following the poaching of a number of key Colonial First State proper...
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
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...