The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....

The big four banks lag behind the smaller ones with a customer satisfaction rate of 67.6 per cent compared to smaller banks’ 72.2 per cent, Roy Morgan research found....

Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....

Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....

Planners are pre-empting formal changes to education standards from regulators and licensees with enrolments in courses at their highest figures for the start of a new ca...

Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....

ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....

Given today’s increasing complex marketplace, we would like your thoughts on what the major risks are that you see for our industry, your business and yourself for 2015....

Rapid growth in the green bond sector continued in 2014, with US$36.6 billion worth of bonds issued – more than triple the value of the 2013 issuance....

Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...

Retirees in their 90s might spend less on average compared to younger retirees but their medical and aged care expenses increase significantly, the ASFA retirement standa...

ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...

The AFA has received an influx of enrolments for its recently-rebuilt education course, which it says shows an acceptance from advisers that standards have been raised. ...

New survey reveals strong support for at least one-third independent directors on superannuation fund boards....

The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....

The Australian Bankers Association has defended vertical integration claiming many super funds are vertically integrated too....

SSGA recruits Telstra Super’s Chris Artis....

WAM Capital offers existing investors a share purchase opportunity....

Equity Trustees recruits Jean Dieudonne to its asset management team....

Standard Life opens new offices amid continued global growth....