DIRECTOR

People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

image
Superannuation

If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....

image
Financial planning

The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...

image
Financial planning

It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...

image
Financial planning

Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...

image
Funds management

ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....

image
Superannuation

MFAA has released further details of its upcoming SMSF lending program for mortgage brokers, with the course expected to commence in June....

image
Financial planning

End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....

image
Financial planning

The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...

image
Financial planning

A former self-managed superannuation fund (SMSF) adviser has been found guilty at Downing Centre Local Court after pleading guilty to one count of lodging a false stateme...

image
Financial planning

Wilson HTM Investments has confirmed to the Australian Securities Exchange (ASX) today that an investigation is underway into allegations leveled against its managing dir...

image
Financial planning

Centrepoint Alliance managing director Tony Robinson departs the business and will be replaced by John De Zwart....

image
Financial planning

A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....

image
Financial planning

ASIC has banned a Sydney-based mortgage broker from engaging in credit activities for five years and cancelled his Australian credit licence....

image
People & Products

Elana Rubin has stepped down from her role as TAL director, effective immediately....

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 17 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 4 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 2 days ago