Stuart Engel
News by this author
19 Sep
Perpetual Trustees will aim to keep a lid on costs in preparation for a possible downturn in the stock market....
18 Sep
Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....
18 Sep
AMP Asset Management has been confirmed as the biggest manager of property in Australia, narrowly edging out Westfield Holdings....
15 Sep
A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....
14 Sep
Chase Manhattan Bank has forked out nearly $60 billion to acquire JP Morgan in a stock swap valued....
13 Sep
Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....
12 Sep
About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...
11 Sep
NRMA Insurance is looking to aggressively grow its funds management operations with an ac-quisition, according to chief executive Eric Dodd....
31 Aug
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
31 Aug
Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....
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ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
6 days 3 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 4 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 2 days ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...