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Financial Planning

MDRT attempts to enhance standards of financial advisers in Australia

Million Dollar Round Table (MDRT), an independent association of 28,282 international financial professionals from 74 nations, has been proactively conducting half-day seminars and meetings aimed at assisting financial advisers to align their business ...

Mortgage broker to compensate former clients

Express Loans and Finance Pty Ltd, operators of the Express Loans mortgage broking business, will be required to pay compensation to past clients, following enforceable undertakings won by ASIC.

Asgard's online adviser service wins industry accolade

Asgard's steady push into new services has been rewarded with the top ranking in a recent survey of online services for financial advisers.

Navigator reaches FUA milestone

Navigator, the investment platform operated by the Aviva group, today announced it had reached $500 million in corporate superannuation funds under administration.

Perpetual's WealthFocus platform goes live

Perpetual Investments' multi-manager retail platform, WealthFocus, has come into operation with products and services 'going live' as of yesterday.

New super legislation good news for future: AMP

AMP has praised the new legislation passed in Parliament this week that aims to introduce Government superannuation co-contributions for lower income earners, and reductions in the superannuation surcharge, saying it will be a great benefit for future ...

Former Tasmanian director sentenced to three years jail

A former director of DJF Pty Ltd, was sentenced today to three years imprisonment subject to a recognizance release order to take effect after 18 months, ASIC has reported.

Boutique fund warns investors of current market dangers

Returns-starved retail investors appear ready to once again chase fast returns via the equities markets, despite recent lessons about the dangers, boutique funds manager SAITeysMcMahon has warned.

Victorian Court dismisses Dotnet director's appeal

The Victorian Court of Appeal has dismissed the appeal of Andrew Geoffrey Thomson, a former director of a number of dotcom companies including Dotnet Ltd and Hotlinks Internet Services Pty Ltd

Asgard adjusts benchmarks for SMAs

Investment platform Asgard has adopted more conservative asset allocation benchmarks for its range of preset model portfolios, as part of a relaunch of the group's separately managed accounts (SMAs) - Funds.