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Volatility in global markets has frightened investors according to the research conducted by Certitude Global Investing...

Funds management • 12 November 2014

Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....

Financial planning • 12 November 2014

The Australian Securities and Investments Commission (ASIC) has taken its case against a property company to the Supreme Court, arguing the group is spruiking the use of ...

Superannuation • 12 November 2014

NAB has become the first of the Big Four banks to move towards a settlement over a long-running late fees class action. ...

Financial planning • 12 November 2014

Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....

Accounting • 12 November 2014

Two of Australia’s superannuation juggernauts, Equip and AustralianSuper, have formed a strategic alliance which will see Equip managing the retirement plans of around 20...

Superannuation • 12 November 2014

Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...

Accounting • 12 November 2014

Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...

Financial planning • 12 November 2014

ASFA chairman calls on industry to get its house in order or risk having it done by outside forces....

Superannuation • 12 November 2014

For the chief executives of financial services companies struggling to fund the cost of compliance in an ever-changing regulatory environment, the 2013-14 annual report o...

Editorial • 13 November 2014

While plenty of attention has been directed towards advisers and the sale of life/risk products, Mike Taylor writes that a recent ASIC Review of general insurance has rev...

Editorial • 13 November 2014

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

Financial planning • 13 November 2014

Financial advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....

Financial planning • 13 November 2014

Australians need to accept the need to work longer to fund a comfortable retirement....

Superannuation • 13 November 2014

The CBA has used its AGM to stress the "vigour" with which it approached its recently-launched advice remediation program, admitting it responded far too slowly to consum...

Financial planning • 13 November 2014

YBR chairman, Mark Bouris, claims super fund members are ripe for the picking by industry disruptors....

Superannuation • 13 November 2014

Vamos urges that short-term competitive issues be put aside to allow super industry to speak with a collective voice....

Superannuation • 13 November 2014

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

Financial planning • 13 November 2014

South Australia’s Exelsuper expands advisory team....

Financial planning • 13 November 2014

Insurance Council of Australia appoints IAG personal insurance boss as its new president....

Financial planning • 13 November 2014
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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