MORTGAGE

Financial planning

Plan B's acquisition of Aspire Finance to increase Plan B's client service business and writing ability....

Financial planning

Funds management and property group MacarthurCook has acknowledged the difficulties it will face in staving off the takeover bid mounted by AIMS Securities....

Financial planning

Balmain Trilogy has lodged a notice with the Australian Securities and Investments Commission under the Corporations Act requiring the regulator to register Trilogy as th...

Life/Risk

Despite recent headway made in reducing the underinsurance problem, too many Australians are still too exposed to risk....

Editorial

When Australia was enjoying a bull property market, investors - many of them retirees - opted to put their money in mortgage funds as a way of guaranteeing a regular inco...

Financial planning

City Pacific is disputing Balmain Trilogy's claim that it received an overwhelming number of votes from unit-holders yesterday to replace it as the responsible entity for...

image
Financial planning

Mortgage calculators which show that borrowers can pay off their mortgage sooner without increasing their monthly payments have attracted the attention of the regulator....

image
Financial planning

Balmain Trilogy won approval in the Queensland Federal Court yesterday to hold a meeting to today in an attempt to have City Pacific ousted as the responsible entity of t...

Financial planning

The argument over the management of the First Mortgage Fund will be heard in the Queensland Federal Court today, as the deadline for lodging proxy votes also arrives....

Financial planning

A warning to investors by ASIC yesterday that consumers were sometimes encouraged to borrow more money than they actually need was not necessarily aimed at financial plan...

image
Financial planning

Rival fund manager Balmain Trilogy aims to replace City Pacific as fund manager, 97 per cent of votes received in favour....

Financial planning

A former Sydney mortgage broker has been jailed for 21 months after pleading guilty to charges of fraud that followed an investigation by the Australian Securities and In...

Financial planning

The Government has been warned against making the new mortgage broking licensing regime as cumbersome as those affecting financial planners....

Financial planning

First regular redemption facility since the introduction of the Government’s bank guarantee....

image
Financial planning

Former property developer and mortgage broker has pleaded not guilty to charges of obtaining investors' funds through misleading statements and misappropriating funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago