Julie Bennett

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In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....

Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...

National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....

Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the Family Law Legislation Amendment (Sup...

People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...

The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...

Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....

Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the introduction of the Family Law Legisl...

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 6 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago