TIM HALL

Financial planning

A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clien...

image
Features

As investors search for growth in the new (post-COVID-19) world, Chris Dastoor writes, small/mid-caps are the frontier – although it will require experienced trailblazers...

image
Awards

The Fairview Equity Partners Emerging Companies fund won this year’s Money Management Fund Manager of the Year award in the Australian Small/Mid Cap Equities category....

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 2 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....

4 days 18 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 2 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 ago