DIRECTOR

Financial planning

NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...

Financial planning

Two people associated with the failed Lifestyle property group in Melbourne will know their punishment later this month after being ordered to appear for sentencing in th...

Financial planning

Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...

Funds management

Fledgling property fund manager MacarthurCook has launched a bid to take control of listed property developer Lion Equities....

Financial planning

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

The Australian Securities and Investments Commission (ASIC) has obtained orders in the New South Wales Supreme Court to restrain a former Saxby Bridge employee from provi...

Financial planning

It’s the imponderable question, what do the wealthy want? JOHN WILKINSON asks those who should know – the private banks....

Financial planning

VAN EYK Research has expanded the number of shareholders in the group, boosting the level of external ownership of the research house to 32 per cent....

Financial planning

A former director of Freeman Hall Investment Services has been sentenced to a maximum of two years in jail after being convicted on two charges of failing to act honestly...

Financial planning

Van Eyk Research has expanded the number of shareholders in the group which will boost the level of external investment in the research house to 32 per cent....

Financial planning

Macquarie Town Financial Planning director, John Michael Higgins, has been restrained by a Supreme Court injunction from providing financial products or services advice, ...

Financial planning

A former director of Freeman Hall Investment Services has pleaded guilty to two charges of failing to act honestly while operating as a licensed securities dealer....

Financial planning

Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....

Financial planning

Since February 2001 when the Australian Securities and Investments Commission (ASIC) announced it would conduct a review of solicitor’s mortgages schemes, ASIC has acted ...

Superannuation

INDUSTRY reporting standards fall short in providing fair comparisons in the area of superannuation funds, according to Chant West Financial Services director, Warren Cha...

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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 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