NAB has appointed a member of the ASIC External Advisory Panel to act as independent customer advocate in disputes with its’ wealth management business....
Given a family background in financial advice and a well-recognised commitment to the industry, it is hardly surprising that well-known Sydney planner, Claire Mackay, has...
Rising to the top of the heap does not happen overnight. Rather, it is about laying the foundation over many decades, adhering to investment strategies and products, and ...
An international expert questions in whose interests the regulators are really working for....
US boutique fund manager Ariel Investments will open its first offshore office in Sydney and has named a former AXA Rosenberg executive to head up the local operation....
The ACCC will not stand in the way of a deal that will great Australia’s second largest shopping centre group, after the parties agreed to sell one of their Frankston cen...
Financial advisers are hiring mortgage brokers and tying them into their business instead of using external referrals according to a mortgage aggregator....
Retirees should invest more in stocks due to the ability for dividends to keep up and outpace inflation, according to Milliman Financial Risk Management....
Industry super commissioned research indicated a majority of workers and retirees supported the Federal Budget’s tightening of the age pension assets test....
Bendigo and Adelaide bank cites trade practices breaches as it laments the impact of the default funds under modern awards regime on its MySuper product....
This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....
Proposals canvassed for measuring the performance and value for money provided by ASIC, APRA and AUSTRAC....
The corporate regulator has launched a money toolkit tailor-made for women, as part of its push for financial literacy....
Concerns about the way the Bank of Queensland assesses clients’ home loan applications has prompted the bank to improve its lending practices....
A former Macquarie adviser has been banned for five years after he engaged in unauthorised discretionary trading on his clients’ accounts....
Planners have been given five days to update their education and association membership on the ASIC adviser register before they are made public at the end of this month....
Technological shortcomings and reluctance to change has created a sharp disconnect between the service provided by financial advisors and the evolving needs of their clie...
Federal Treasurer, Joe Hockey has reiterated the Government's vow of now changes to super during the life of the current Parliament....
Doctors are set to save money on advice with healthcare specialists, MEDIQ Financial Services, transitioning clients to a new lower cost managed discretionary account sys...
Despite the increasing use of lawyers when dealing with super issues they are not necessary for the insurance claim process and drive up costs, ASFA believes....
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...