Sara Rich

News by this author

The Australian Prudential Regulation Authority has disqualified a former Zurich employee from being a director or senior manager of a general insurer, authorised non-oper...

One of the better performing investment strategies employed by superannuation funds in 2006 were multi-sector options with high weightings to local shares, according to r...

A year on from establishing itself in Australia under its own brand, Putnam Investments has received its first rating from a retail researcher with Zenith Investment Part...

IOOF Holdings chief executive Ron Dewhurst has announced he will resign at the end of his third year in the role in April....

The Federal Government has released revised exposure draft legislation, which outlines the final stages of reforms for the tax treatment of financial arrangements....

Neil Kendall, Brisbane-based financial planner and fee-for-service advocate, has taken out the top prize in the 2006 Money Management/Advance Financial Planner of the Yea...

image

Asgard Wealth Solution’s new-look mini master trust, Elements, has received a ‘five apples’ rating from Chant West – the highest rating available from the independent res...

The Australian Securities and Investments Commission has intervened in Sovereign Capital’s intention to wind up the Sovereign Prudential Fund, due to concerns the Gold Co...

A new cold calling operation is threatening Australian investors, this time in the form of alleged scammers posing as representatives of a non-existent United States brok...

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....

5 days 14 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