Liam Egan

News by this author

Advisers are moving client funds back into equity products and even geared equity products, according to Scott Tully, head of FirstChoice Investments at Colonial First St...

image

Clients are generally far better informed about the markets and their investments than before the onset of the global financial crisis, according to Alan Harrison, chief ...

Growing use of ROAs could render SoAAs redundant....

Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...

A current trend to defer the sale of planning businesses until the next bull market could result in an oversupply in future years, according to consultant Kenyon Prendevi...

image

Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...

A continued resurgence in listed markets could result in further downward revaluations in unlisted assets and a consequent narrowing or reverse of the favourable performa...

Bendigo and Adelaide Bank has raised a total of $20.2 million as at June 30 in specific and collective provisions relating to loans for its Great Southern Managed Investm...

Life insurance risk market inflows have increased by 16.1 per cent to $7.6 billion for the 12 months to March 2009, according to researcher Plan for Life....

BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year....

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 1 week 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 2 weeks ago

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

2 days 12 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 ago

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

1 week 5 days ago