Regulator warns on rev mortgagesBY MICHAEL HOBBS | TUESDAY, 23 JUN 2009 11:30AMThe Australian Securities and Investments Commission (ASIC) and Paul Clitheroe's financial literacy team launched an information guide on reverse mortgages, warning consumers about the possible pitfalls. |
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Munro completes GSFM acquisition
|Munro Partners has completed its acquisition of GSFM Funds Management, consolidating its Australian distribution and funds management operations as it enters a new phase of its partnership with Canadian investment manager CI Global Asset Management (CI GAM).
Perpetual awards OTC reporting mandate
|Perpetual Corporate Trust has selected a service provider to provide independent reconciliation and oversight of over-the-counter derivative reporting across funds for which it acts as trustee and responsible entity.
ASIC issues serious and final warning on lead generation
|Financial advice licensees risk losing their licence if they fail to adequately oversee lead generation arrangements, the financial regulator has warned.
Drummond hires from Ascalon, HUB24
|Drummond Capital Partners has expanded its national team with two senior appointments, following the launch of its tailored investment solutions last year.
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Jacqueline Fernley
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ARC POINT OCIO PTY LTD
Jacqueline Fernley is a self-confessed nerd, a market animal and as of this year, her own boss. Riddhima Talwani writes.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
