TRANSITION

People & Products

Brian Benari will retire as chief executive of Challenger and be replaced by Richard Howes....

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Policy & Regulation

The regulator has said it would give financial firms, including super trustees, until 1 July 2019 to update mandatory disclosure documents and periodic statements with th...

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Financial planning

A former Guardian adviser found moving to a new licensee as an authorised representative provided her with comprehensive insight into her business and ASIC’s compliance p...

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Financial planning

There has been a growth in the availability of differentiated global long/short strategies and will help investors transitioning to retirement, Zenith believes....

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Financial planning

It is important to showcase younger advisers who have transitioned to fee-for service models in light of LIF reforms to alleviate fears of advisers who have never charged...

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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 4 days ago

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

1 month 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 2 days 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. ...

5 days 12 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...

4 days 16 hours ago