A committee set up by the International Organisation of Securities Commissions found investors in many jurisdictions had unsatisfactory knowledge about basic financial co...
SME owners are being urged to seek financial advice to develop an exit plan or face a bleak retirement. ...
Regulation to stall investment lending is unnecessary and could have disastrous consequences on regional growth, according to Mortgage Choice. ...
The Commonwealth Bank has shrugged off its challenges to post a solid quarter....
Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....
New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....
Industry fund VicSuper has broken new ground by partnering with Challengers to produce an annuities offer to members....
Online rating systems for planners have low levels of penetration and produce inconsistent results that will not assist in building trust in the financial advice sector...
Victims of the Trio Capital collapse have accused the Federal Opposition of jumping on their bandwagon for political populism....
APRA-regulated fund members demand advice and good communication if super funds want to retain them, but most are not ready to pay for this advice. ...
Financial planner ratings business, Adviser Ratings, claims 850 adviser sign-ups....
Former CommFP and ANZ Wealth executive, Paul Barrett has emerged at the head of an Italian-backed move to build a new financial planning business....
Trident Investment Management has paid a $10,200 fine for the potentially misleading promotion of some of its investment funds. ...
Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...
AIS selected by Western Australia’s RAC to provide life and accident cover....
AMG completes transaction with Asian equity manager, Veritas AM....
De Vere launches Investment Strategy Division. ...
DomaCom looks to tap Singapore Exempt Investors....
TAL completes rationalisation of super funds with appointment of three independnet trustees....
An online registry has been launched by Sophisticated Access to look after sophisticated investor certificates online....
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...