DIRECTOR

Financial planning

Ratings-house Assirt has awarded Barclays Global Investors’ (BGI) new Hedged International Share Fund a four star rating after the fund’s launch this week....

Financial planning

APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...

Funds management

Australian equities analysts Jack Chemello and Misha Collins have left ING Investment Management after only 12 and 2 1/2 months respectively to return to their previous e...

Financial planning

Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...

Financial planning

Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...

Financial planning

Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...

Financial planning

Van Eyk Capital will roll out its annual agribusiness survey this month with the research group encouraging advisers and clients to consider the benefit of the investment...

People & Products

Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....

Financial planning

With the number of planning businesses continuing to grow, advisers must find ways to differentiate themselves. BenAbbott discovers what it takes to stand out from the mo...

Funds management

Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...

People & Products

Former Macquarie Financial Services Group executive director Brett Spork will take on the position of chief executive with E-Trade, taking over the role from Michael Dele...

Financial planning

Fledgling value manager 452 Capital has been given an overall ‘Buy’ rating for its Australian share product offering in InvestorWeb Research’s first ever review of the co...

Financial planning

The Australian Securities and Investment Commission’s (ASIC) examination of financial planning groups named as having produced ‘very poor’ plans in the regulator’s recent...

Financial planning

Former associate director with Assirt, Anthony Serhan, has joined rival research house Morningstar as head of consulting....

Financial planning

The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...

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....

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 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