CONSULTUM FINANCIAL ADVISERS

Features

Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...

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Financial planning

While it is clear many advisers are experiencing “change fatigue” from years of regulatory change, it is also driving collaboration across the industry which will continu...

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People & Products

Former Consultum Financial Advisers chief executive, Joe Botte, has been appointed to the role by the boutique national dealer group....

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Financial planning

Former adviser, Jim Pavlidis has been banned for three years after a review of his advice showed he failed to provide financial advice in the best interest of his clients...

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Top 100

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

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People & Products

IOOF has launched its new Managed Portfolio Service, a managed discretionary account solution, on its flagship platform, IOOF Pursuit. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 13 hours ago