Arjun Ramachandran

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News by this author

Financial planning

17 Aug

Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...

Financial planning

16 Aug

ASIC bans rep for ‘kite-flying’

An authorised representative has been permanently banned from providing financial services for the ‘kite-flying’ of cheques....

Financial planning

15 Aug

Strong support systems give dealer group new insight

Strong support systems have helped Tandem Financial Advice encourage Insight Financial Services to join its dealer group....

Financial planning

14 Aug

IMAs now more adviser friendly

Recommendation of individually managed accounts by advisers should swell now that the planning industry has thrown off commission trails, the head of an asset management ...

Financial planning

14 Aug

ASIC moves to shut down ‘financial mentor’

The corporate regulator has sought to shut down companies associated with a “financial mentor” from Brisbane....

Life/Risk

14 Aug

ASIC bans financial adviser and insurance broker

ASIC has permanently banned an ANZ bank representative and a former insurance broker after they were found to have misappropriated clients’ funds....

Financial planning

11 Aug

ASIC hooks on to bait and switch tactics

Credit providers need to be mindful of existing advertising offers before making changes to products, following recent representations by the corporate regulator over bai...

Financial planning

10 Aug

Simplifying advice on super funds

Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....

Financial planning

08 Aug

Softly, softly: the way forward for advisers

Vital “soft” skilling of advisers to help them deal with sensitive matters has often been overlooked due to industry focus on compliance, a leading financial services exe...

Superannuation

07 Aug

Behavioural finance theory drives retirement planning

The latest in behavioural finance and adult learning theory will be used to encourage superannuation fund members to actively plan for retirement via a new education kit....