CHAIRMAN

Financial planning

The Australian Prudential Regulation Authority believes Australian banks and super funds are better placed than before the GFC to deal with any new volatility....

image
Financial planning

A strategic review of Everest Financial Group's (EFG) business, due out by the end of this month, is considering merger and sale alternatives and business wind down scena...

image
Financial planning

Superwoman Group is undergoing an internal review after its major shareholder expressed a concern with regards to a related party loan....

image
Financial planning

ASIC chairman Tony D'Aloisio has pointed out how far ASIC has moved to address the issues flowing from this month's Wall Street 'fat finger' event....

image
Funds management

Trinity Limited has completed settlement of its sale of a 50 per cent interest in Trinity Funds Management and Trinity Funds Management Services to Clarence Property Corp...

Financial planning

Two of Canada’s largest pension funds have made what they describe as a "final" offer for Transurban....

image
Financial planning

Listed Australian companies will be able to more easily raise funds from retail investors, and investors will be given tax breaks on interest earned on corporate bonds....

Funds management

Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....

image
Editorial

BTIM to undertake review of flagship funds to position them for improvement in investor appetites....

image
Editorial

As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...

image
Financial planning

A battle for the hearts and minds of agribusiness MIS investors has been raging following Forest Enterprises Australia’s entry into administration and receivership....

image
Superannuation

Investments in collectables and personal-use assets will be banned, stricter rules around in-house assets will be introduced and there will be firmer regulation of SMSFs ...

Financial planning

The political cycle is such that any changes to Australia's financial planning regime will have to be introduced after the next Federal Election....

image
Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

image
Funds management

First Ironbark took the share funds, now OC Funds Management have acquired Patriot's managed accounts business....

image
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 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....

6 days 20 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 5 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 3 days ago