Former Wickham Securities' CEO, Garth Peter Robertson, has pleaded guilty to various charges, including fraud, for dishonestly attaining funds and property, and for provi...
With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...
With more than 60 per cent of all women in relationships having no assets purely in their own name, they risked facing financial abuse if the relationship broke down. ...
An industry body has revived calls for using reverse mortgages to fund retirees, arguing retirement products like annuities would not last retirees for the long-term. ...
The Big four banks and smaller planning firms were internally promoting tertiary qualified paraplanners to combat the shortage of experienced financial planners with degr...
The AFA is waiting for the Government’s announcement of its ministry before heading to Canberra for policy discussion, and has urged all sides of politics to prioritise t...
Infocus has launched direct-to-consumer free robo-advice solution, earnie.com.au, using Praemium as a technology partner. ...
The Life Insurance Customer Group has taken aim at the FSC once again for its role in achieving a carve-out for direct insurance in the Life Insurance Framework. ...
The FSC’s new Life Insurance Code of Practice faced a delay of three months from its 1 July deadline after it identified areas requiring improvement following industry co...
The financial services industry continued to place blame squarely at the feet of both major political parties for the election outcome for engendering uncertainty by tink...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...