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NAB has appointed a member of the ASIC External Advisory Panel to act as independent customer advocate in disputes with its’ wealth management business....

People & Products • 22 May 2015

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...

Financial planning • 22 May 2015

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 ...

Funds management • 22 May 2015

An international expert questions in whose interests the regulators are really working for....

Policy & Regulation • 22 May 2015

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....

Financial planning • 25 May 2015

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...

Life/Risk • 25 May 2015

Financial advisers are hiring mortgage brokers and tying them into their business instead of using external referrals according to a mortgage aggregator....

Financial planning • 25 May 2015

Retirees should invest more in stocks due to the ability for dividends to keep up and outpace inflation, according to Milliman Financial Risk Management....

Funds management • 25 May 2015

Industry super commissioned research indicated a majority of workers and retirees supported the Federal Budget’s tightening of the age pension assets test....

25 May 2015

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....

25 May 2015

This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....

Life/Risk • 25 May 2015

Proposals canvassed for measuring the performance and value for money provided by ASIC, APRA and AUSTRAC....

Financial planning • 25 May 2015

The corporate regulator has launched a money toolkit tailor-made for women, as part of its push for financial literacy....

Financial planning • 25 May 2015

Concerns about the way the Bank of Queensland assesses clients’ home loan applications has prompted the bank to improve its lending practices....

Financial planning • 25 May 2015

A former Macquarie adviser has been banned for five years after he engaged in unauthorised discretionary trading on his clients’ accounts....

Financial planning • 25 May 2015

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....

Financial planning • 26 May 2015

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...

Knowledge Centre • 26 May 2015

Federal Treasurer, Joe Hockey has reiterated the Government's vow of now changes to super during the life of the current Parliament....

Superannuation • 26 May 2015

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...

Financial planning • 26 May 2015

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....

Life/Risk • 26 May 2015
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 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 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 3 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 3 days ago
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