Volatility in global markets has frightened investors according to the research conducted by Certitude Global Investing...
Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....
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 ...
NAB has become the first of the Big Four banks to move towards a settlement over a long-running late fees class action. ...
Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....
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...
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...
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...
ASFA chairman calls on industry to get its house in order or risk having it done by outside forces....
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...
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...
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 advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....
Australians need to accept the need to work longer to fund a comfortable retirement....
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...
YBR chairman, Mark Bouris, claims super fund members are ripe for the picking by industry disruptors....
Vamos urges that short-term competitive issues be put aside to allow super industry to speak with a collective voice....
Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....
South Australia’s Exelsuper expands advisory team....
Insurance Council of Australia appoints IAG personal insurance boss as its new president....
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...