Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...

Wealth management platform, XPLAN, and cloud SMSF software, Class Super, have been integrated in an attempt to bridge the gap between planners and accountants. ...

The ATO has issued another reminder for investors to voluntarily disclose offshore assets and income under Project DO IT....

Spring FG has confirmed market rumours that is moving to an IPO....

ASIC has won a legal battle with an investment manager that has dragged on for two years but will not take action to exact any form of penalty....

The Federal Government has released draft legislation to employ the first phase of reforms to streamline Australia’s personal bankruptcy and corporate insolvency rules....

ASIC to focus on accounting treatment and assumptions....

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

An industry super fund representing the timber trade says it will use the CBA’s AGM to oppose the re-election of two CBA board members who served during the advice scanda...

SQM Resarch declares its intention to move beyond property and into funds ratings, starting with alternative assets and fixed income....

Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....

FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...

BetaShares reported the Australian ETF market reached a new high of $13.4 billion in funds under management in October, up by $708 million....

A plan to end the “too big to fail” mentality across the banking world would see “systemically important” banks banned from drawing on taxpayer subsidies when their risks...

Zurich Financial Services Australia has promoted the chief executive of its’ Australian Life and Investments business, Colin Morgan, to the role of Chief Executive Offic...

Government inquiries looking into Australia’s retirement income woes must consider how changes to the tax treatment of annuities could reshape the system, TAL says. ...

The Fold Legal claims accountants are not adequately prepared when applying for AFS licences....

Macquarie Group has emerged as Australia’s largest fund manager and 52nd ranked manager in the world, but IFM Investors is growing in Australian influence....

FSC claims industry funds are engaging in protectionsit practices by exploiting loop-holes in choice of fund legislation to deny open access to default funds under the ne...

FSC has named former broadcaster and journalist and current director of media and public affairs for Coca-Cola Amatil, Sally Loane, as its new chief executive to succeed ...