Zoe Fielding

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Financial planning

03 May

Doubling of breach reports

The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....

Financial planning

01 May

Diversified firm adds funds manager to stable

Diversified financial services business AVFM has reached an in-principle agreement to acquire 50.01 per cent of boutique value funds manager Armytage from Treasury Group....

Financial planning

26 Apr

Trust outperforms expectations

Business restructures in the financial services and institutional divisions, along with last year’s strategic entry into a joint venture with Bank of New York, have deliv...

Financial planning

19 Apr

ASIC denies enforcement failure

Australian Securities and Investments Commission (ASIC) chairman Jeffrey Lucy has defended the regulator’s enforcement of financial services laws after its shadow shoppin...

Financial planning

19 Apr

Conducting the shadow shop

Abstract Long...

Financial planning

13 Apr

Aurora Funds launches listed buy-write trust

Aurora Funds Management is seeking subscriptions through an Initial Public Offer for a listed buy-write income trust....

Financial planning

12 Apr

ASIC calls for help in the face of criticism

The Australian Securities and Investments Commission (ASIC) has sought assistance from investors and advisers whose clients face losses resulting from Westpoint’s failed ...

Superannuation

12 Apr

BT Wrap adds SMSF service

BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...

Funds management

12 Apr

Aussie equities and mortgages tipped to shine

Analysts are predicting that losses are imminent for fixed interest markets, while bull markets in Australian equities will continue unabated for years to come....

Financial planning

11 Apr

Ausbil, Tyndall winners in Optimix rejig

Ausbil Dexia and Tyndall Investment Management have replaced Investors Mutual and Schroder Investment Management Australia on OptiMix Investment Management’s panel of Aus...