ANNUAL GENERAL MEETING

Financial planning

Defaulting investors in agribusiness managed investment group Palandri are set to lose their units as the company commences proceedings against them....

Financial planning

The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...

Financial planning

Rivkin Financial Services suitor Farooq Khan has succeeded in his crusade of seizing control of the listed financial services group with the ousting of RFS chief executiv...

Financial planning

Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...

Financial planning

The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...

Financial planning

Challenger Financial Services Group shareholders voted at the group’s annual general meeting yesterday to a resolution to consolidate the firm’s shares as part of a one f...

Financial planning

Rivkin Financial Services may have a saviour in sight with IWL shelling out more than $2.5million to take a 10 per cent stake in the embattled group founded by disgraced ...

Financial planning

Listed financial services firm Snowball Group has forged its second advice alliance in as many months after announcing it has struck a deal with Sydney-based planning pra...

Financial planning

Count Financial is pre-empting potential downturns in its business, despite posting a 53 per cent growth in net profits for the year to June 30 today, by launching a new ...

Financial planning

A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...

Financial planning

The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...

People & Products

Financial services education provider Tribeca Learning has recruited high profile former Deutsche Bank chief economist Don Stammer to chair its board....

Editorial

Challenger Financial Services Group has reported a net loss of $235.45 million for 2003/04 - the result of $280 million goodwill write down....

Financial planning

Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...

Financial planning

Professional Investment Services shareholders will decide on whether to publicly float the group at its annual general meeting in October with strong profit growth this y...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

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

1 day 12 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

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

6 days 11 hours ago