Liam Egan

News by this author

Listed financial planning and accountancy business Investor Group is to acquire planning firm Hayes Knight Melbourne and merge it with WHK Greenwoods Melbourne on January...

If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...

Wealth creation seminars and internet scams involving exotic tropical locations have been singled out by the Australian Securities and Investments Commission as featuring...

Post-retirement incomes for the bulk of Australians over 65 will fall well short of desired levels over the next decade unless reverse mortgages are used to supplement th...

Wholesale wrap platform Avanteos has signed a deal with Colonial First State to access its FirstChoice wholesale multi-manager funds....

Four Sydney partners of independent dealer group Bentleys MRI Australia (BMRIA) are to join listed accountancy and financial planning group Investor Group through its sub...

A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....

Perpetual Trustees is the next financial services company off the reporting season blocks to herald good news for investors, with strong growth in funds under management ...

Indecision by financial planners over how to allocate property to client portfolios under current market conditions was a key motivator for the launch of AMP Capital Inve...

Russell Investment Group has made a significant strategic shift to its Australian business, launching a series of multi-manager funds which are targeted exclusively at re...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

4 days 19 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 2 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