The Productivity Commission needs to examine Australia’s superannuation system as it lacks legal definitions and clear purpose, the IPA said. ...
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
The Scrutiny of Financial Advice inquiry is pointing towards companies being required to maintain whistle-blowing protocols similar to those in the public service....
Planners will need to be wary of changing firms around the time the Government moves to implement its changes to professional standards and education requirements....
Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....
Paradigm Group has poached Carsten Zuber from Industry Fund Services as head of operations to focus on the firm’s risk insurance sector. ...
ASIC bans former financial planner after receiving information from National Australia Bank....
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....
Industry Super Australia chief executive, David Whiteley, has called for a re-targeting of superannuation tax concessions by ending the skew to upper income earners....
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
AMP chairman, Simon McKeon, will retire after three years in the role due to a “change in circumstances”....
InterPrac Financial Planning is appointing former Capstone officer, Rae Stagbouer, as national advice manager....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...