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Financial planning

30 Oct

Sydney unis placing most Australia-trained asset managers

Sydney-based universities have the strongest tradition in Australia of producing portfolio managers and analysts, with alumni links behind many of the global job placemen...

Financial planning

29 Oct

Double-dipping on compliance ‘choking’ FS firms

Financial services companies are almost matching government regulatory costs with their own self-inflicted rules, and effectively “choking themselves in red tape”....

Life/Risk

28 Oct

Suncorp completes compliance work

Suncorp has finished remediating its life and general insurance businesses after breaches that saw the insurer pay back $23 million to customers. ...

Financial planning

28 Oct

Aussies don’t know - or care - about mortgage brokers’ commissions

Most Australians are in the dark about how much commission mortgage brokers are earning for their home loan advice, a survey has revealed. ...

Financial planning

28 Oct

ANZ data leak prompts trading halt

ANZ suspended trading yesterday afternoon after inadvertently releasing some telling financial details, days before the bank’s scheduled unveiling of its results. ...

Financial planning

27 Oct

Problematic saving habits evident in gen X women

Generation X women are mimicking the risk-cautious investment habits of retirees, a problematic trend considering they are in their prime accumulation phase. ...

Financial planning

24 Oct

Adviser registry start date and funding model confirmed

The Federal Government has set a date for the rollout of its public adviser registry, which licensees will fund via increased lodgement fees up to $44. ...

Financial planning

23 Oct

CommBank moves on new education standards

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...