FINANCIAL PLANNING

INDUSTRY NEWS

Zurich Financial Services Australia has bolstered its technical services team with the appointment of two specialists in response to adviser demand for additional regulat...

INDUSTRY NEWS

The Australian Stock Exchange (ASX) has appointed a new managing director and chief executive officer in light of the scheduled retirement of incumbent ASX chief Richard ...

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has appointed a deputy chief executive officer John O'Shaughnessy, following the recent decision by the then depu...

INDUSTRY NEWS

Small superannuation funds continue to grow quicker than other fund types after their total assets grew by $9.5 billion over the December quarter, according to the latest...

INDUSTRY NEWS

IWL has struck a deal to fully acquire the equities settlement firm Australian Clearing Services following the technology group’s 100 per cent purchase of the latter’s pa...

INDUSTRY NEWS

ING Australia is close to finalising the structure of its sales and distribution management team with the appointment of ANZ’s James Dudfield into the newly created head ...

INDUSTRY NEWS

Boutique fund manager MFS Group is to target both boutique and large planner dealerships following the roll-out of a wholesale version of the MFS Premium Income Fund toda...

INDUSTRY NEWS

The listed property trusts (LPTs) sector is no longer the ‘safe haven’ asset class it was once considered to be, and advisers need to be aware of the changing risk profil...

INDUSTRY NEWS

Mercer Wealth Solutions has consolidated its position within the broader group with the appointment of a full-time head and a new chief financial adviser....

INDUSTRY NEWS

The Australian Investments and Securities Commission (ASIC) has obtained compliance and asset preservation orders from the Supreme Court of New South Wales against Elm Fi...

INDUSTRY NEWS

Barclays Global Investors (BGI) has received a glowing report from Assirt in its latest rating, receiving a five star rating for seven of its funds....

INDUSTRY NEWS

Zurich Financial Services Australia has introduced enhancements to its life risk products and beefed up its marketing team and offering in what it deems is a “major assau...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago