PLANNING

Financial planning

The Financial Sector Union has demanded to meet with NAB chief executive, Andrew Thorburn to discuss its plans to slash 6,000 jobs by 2020....

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Policy & Regulation

The Australian Bankers’ Association has sought to limit the extent to which bank executives can be punished for the actions of others under the Bank Executive Accountabil...

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Financial planning

GreenZone Australia co-founder Geoff Rimmer has drawn attention to confidence issues planners face with establishing their own AFSLs....

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Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed the degree pathway for new entrants to apply from January, 2019....

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Superannuation

ISA has analysed SuperRatings’ data on industry super fund performance versus retail fund performance to argue against proposed governance changes....

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Editorial

Mike Taylor writes that seven years after AMP Limited acquired AXA Asia Pacific, IOOF has moved from bit-player to dominant non-institutional wealth organisation....

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Financial planning

ASIC is using data from the life insurance industry along with risk factors to help identify advisers who are more likely to be providing poor advice....

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People & Products

Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....

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Superannuation

Industry Super Australia has drawn upon comments from new ASIC chairman, James Shipton, to attack both the banks and the Government’s legislation aimed at imposing govern...

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Financial planning

The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....

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Life/Risk

Risk advisers need to articulate the value of their advice to clients in light of LIF reforms as they look to charge clients fees for risk advice....

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Policy & Regulation

The Federal Treasury has confirmed that the Government’s determination to set up a one-stop-shop external dispute resolution scheme will end up costing stakeholders, incl...

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Financial planning

Westpac chief executive, Brian Hartzer has confirmed the company’s financial advisers are encouraged to sell BT Life products and he makes no apologies for the shape of t...

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Financial planning

The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....

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Financial planning

The proposed changes to strengthen ASIC’s licensing powers could destroy the value of an investment when there has been no misconduct....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 3 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 4 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago