FINANCIAL ADVISER

Financial planning

Deakin Financial Services Group has undergone a major capital raising exercise to fund its plans for an increased presence nationally....

Financial planning

Australia’s financial services industry is poised for further rationalisation as Suncorp Metway goes on the acquisition trail....

Financial planning

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

Financial planning

Bridges Financial Services has made two appointments to expand its business development team....

Financial planning

South Australian financial adviser Graeme Edward Smith Hall has been permanently banned from acting as a representative of a securities dealer by the Australian Securitie...

Financial planning

A former ABN AMRO Morgans proper authority holder is the latest financial adviser to be permanently banned by the Australian Securities and Investments Commission (ASIC)....

Financial planning

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

Financial planning

In the first week of January ASIC has banned one financial adviser for a year and another two investment advisers for life, reconfirming its commitment in 2002 to protect...

Financial planning

HSBC has enhanced its SuperOptions superannuation and allocated pension product range by introducing new trail commissions in what it says is a drive “to attract and reta...

Financial planning

AMP has shored up its UK operations by launching a single marketing group to unify access to products from three of its UK brands: AMP Pearl, AMP London Life and AMP NPI....

Financial planning

The Australian Securities and Investments Commission (ASIC) has capped off a busy year with the announcement that it has banned 30 advisers and jailed 25 people it descri...

Financial planning

More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....

Accounting

Advisers must ready themselves for a wide range of issues before choosing to join with an accountancy firm, however the venture can boost both the number and quality of r...

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 4 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 8 hours ago