Stuart Engel

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About two thirds of Australia's retirees are reliant on pensions for their day-to-day living while only one in four rely on superannuation and property investments....

Three years ago, they were a group of former IT and research execu-tives from Lonsdale and IOOF with an idea....

Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....

Ipac Securities has launched a strategic partner program for finan-cial planning practices looking to change the way they approach busi-ness....

National Mutual continues to be the clear leader in attracting life insurance premiums, despite strong inflow growth from arch-rival AMP. National Mutual subsidiary AC&L...

One of Canada's biggest banks is tapping into less expensive distri-bution networks by forming strategic alliances with supermarkets and exploiting Internet opportunities...

Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...

With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....

This year is shaping up as the year the US goliaths finally make their mark on the Australian retail financial services landscape....

Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....

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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 3 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....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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

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