Countplus appoints Pierre Kraft as chief executive of its new financial planning business Advice389, due to launch in May....
The ATO announces a “prevention-before-correction” mission to ensure wealthy Australians and their private groups pay the right tax amount....
Super funds made strong gains in March despite a tough market, although returns were down from February, SuperRatings data showed....
Challenger records a 69 per cent jump in its annuity sales in the March quarter to $840 million....
Blackrock’s David Hudson has moved to Perpetual diversified strategies team, while Matthew Sherwood has been promoted to a position in the same team. ...
ANZ will refund $30 million to 8500 clients after its Prime Access advice package failed to deliver documented annual reviews between 2006 and 2013....
Majority of planners are keen to jump on the deferred lifetime annuities band wagon, and this is more so among those who already use annuities....
Older workers and those with a disability are forced to retire early as they are more likely to face job exclusion....
Low interest rates and longer life expectancy is leading retail investors to explore investment avenues other than super to fund their retirement, IFS said....
A former Sydney securities dealer has been banned from providing financial services after he was found to have manipulated share prices....
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...