Liam Egan

News by this author

Global property funds manager Rubicon Asset Management has launched the Rubicon Europe Trust Group, providing the Australian listed market with its first exposure to offi...

A Brisbane man who acted as a commission agent for an investment scheme based on sunken treasure from shipwrecks has been convicted of operating a financial services busi...

ANZ Financial Planning is moving universally onto a fee-for-service remuneration model for its advisers, becoming the first major Australian dealer group to do so officia...

It’s a safe bet there’ll be a few delegates at the FPA conference this year that will scoff at the inclusion of a value-based financial planning session on the program. M...

A key theme in the FPA presentation on super choice by Stuart Milne, co-principal of consultancy Praxis Partners’, is on representing choice as the “quasi deregulation of...

Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...

Standards Australia has voted against the proposed publication of a global financial planning standard by its parent organisation, International Standards Organisation....

The paper work burden for financial planners has just been lightened by the release of a new product that allows planners to process electronic applications for investmen...

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Tower Australia has appointed former Advance Asset Management head of product Sue Mieog as head of its investment products, as part of an ongoing strategy to strengthen i...

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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 16 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