FINANCIAL ADVISERS

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australia stock exchange....

Financial planning

Before falling foul of the law and losing $165 million on behalf of it inves-tors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers int...

Financial planning

Before falling foul of the law and losing $165 million on behalf of it investors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers into...

Financial planning

Fidelity Investments has fired the first salvo in a direct assault on Charles Schwab’s dominance of the adviser referral business, launching an initiative to link custome...

Financial planning

At least another three advisers are still to feel the sting of the investment watchdog in the wash up to the failed Wattle Group scheme....

Funds management

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

Financial planning

The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...

Financial planning

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

Financial planning

InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service....

Financial planning

With those ruddy big blocks of concrete being set up in Homebush, you could be forgiven for thinking that Sydney was going sports mad....

Funds management

Why the big four want fund managers It may only be a coincidence, but the top two performers in this year’s Money Management Fund Manager of the Year Awards are now the...

Financial planning

KPMG has entered the property research market with the launched of the Proper-Risk service aimed at financial advisers....

Financial planning

Commissions paid on life insurance products will inevitably move to level com-missions, according to a visiting financial planning expert....

Financial planning

Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....

Financial planning

Financial advisers acting on behalf of a Dutch insurance firm has found the com-pany had added some spice to its pension information videos....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago