DIRECTOR

Financial planning

Perpetual Trustees Australia managing director Graham Bradley is leaving the company after eight years in the position....

Financial planning

A convicted executive has had his sentence upheld in the High Court following the dismissal of an appeal against five charges of fraud made by the Australian Securities a...

Financial planning

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

Editorial

The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....

Financial planning

AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....

People & Products

Navigator managing director Marc Mengler will step down from the role this Friday, stating “given the recent changes, it was a good time to leave”....

Financial planning

The corporate superannuation market might be shrinking but opportunities for advisers still abound. Craig Phillips reports....

Financial planning

The founder and former managing director of Challenger International Bill Ireland has re-emerged in the industry after being appointed managing director of Australian Ass...

Financial planning

Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...

Financial planning

Macquarie Bank has boosted its alternative investments offering to retail investors with the launch of the Macquarie Forestry Investment (MFI) Fund....

Financial planning

The Australian Securities and Investments Commission (ASIC) has permanently banned former financial adviser David Paul Mudge from acting as a representative of a securiti...

Funds management

The Community First Credit Union has become the first credit union in Australia to launch a wealth management product, after working in conjunction with Millennium3 Finan...

Financial planning

Hartleys Limited will unveil a writedown of at least $21 million for the financial year ending today due to costs associated with the restructure of the group, and has ap...

Financial planning

The Australian Securities and Investments Commission has lodged an appeal in the Federal Court contesting an Administrative Appeals Tribunal decision to reinstate the sec...

People & Products

Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...

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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 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 6 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 4 days ago