Milana Pokrajac

Milana Pokrajac

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Financial planning practices need to look into new ways of ring fencing their clients in the current economic environment, but diversification of services might not alway...

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The departure of the long serving head of equities at Perpetual, John Sevior, will not affect the ratings of its Australian equities funds, according to an announcement r...

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All sectors of the retail financial services industry have had a tough September quarter, with overall funds under management (FUM) falling by $47 billion since June....

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All investors who have participated in a $29 million class action against Fincorp Investments will receive their settlement cheques by Christmas, according to the update ...

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Former co-head of iShares Tim Bradbury has launched ETF Consulting, a specialist exchange traded fund (ETF) consulting and training firm targeting financial advisers, ins...

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Austock Securities has paid a $30,000 penalty for breaching the market integrity rule, according to the Australian Securities and Investments Commission (ASIC)....

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All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....

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While Industry Super Network has made considerable gains against the financial planning industry in its campaign against commissions there remains increasing concerns abo...

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Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....

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There is a major shift towards creating a self-managed super fund paperless administration system, with cost rationalisation and new SuperStream measures being the main d...

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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