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Financial planning
A judgement by the Federal Court will make it easier for clients of the Melbourne-based company, Money for Living, to seek legal advice after an announcement last week th...
Superannuation
An unregistered managed investment scheme involving the Victoria Garden Retirement Village and Primelife Corporation had a liquidator appointed to it this week following ...
Financial planning
A recent survey into sustainable responsible investment has shown funds under management for this financial market sector grew from $7.67 billion to $11.98 billion for th...
Financial planning
A Gold Coast superannuation adviser has been jailed for two years for his role in a superannuation rollover benefits scheme....
Financial planning
With the growing popularity of Asian investments, ASrIA Hong Kong executive director Melissa Brown has warned investors to spend time on research before committing their ...
Financial planning
The member organisation governing the reverse mortgage sector feels retirees are sacrificing their standard of living because they are ruling out the use of reverse mortg...
Financial planning
The eight-year jail sentence handed down to a Cairns adviser on the weekend sends a strong message to the financial services community, according to the Australian Securi...
Financial planning
Former Perth Chapter chairman Julie Matheson has responded to her removal from the position by the Financial Planning Association’s national board last week by announcing...
Funds management
Financial Wisdom has entered into a strategic partnership with Alliance Property Finance to give the clients of real estate group Hocking Stuart access to its financial a...
Financial planning
The Australian Securities and Investments Commission has announced that it will be developing a policy aimed at making it easier to undertake buy-backs of interest in lis...
Financial planning
The corporate regulator has banned a former representative of the Lonsdale Financial Group from providing financial services for five years after finding he gave clients...
Financial planning
Macquarie Funds Management has applied a unique structure to its small companies investment team to allow it to compete more effectively against boutique managers in the ...
Life/Risk
ASIC has permanently banned an ANZ bank representative and a former insurance broker after they were found to have misappropriated clients’ funds....
Financial planning
Credit providers need to be mindful of existing advertising offers before making changes to products, following recent representations by the corporate regulator over bai...
Financial planning
The executive director of the Association of Independently Owned Financial Planners, Peter Johnston, has retracted a number of statements relating to the Challenger Finan...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...