Prescott Securities has appointed Malcolm Caire as its head of advisory to lead its family office concept....

Super funds declined for the first quarter of 2015/16 amid market volatility and significant exposure to equities, SuperRatings data showed....

With less than a year to go to the end of the accountants’ exemption, another advice group has started offering accounting practices an outsourced AFSL facility....

The AFA has appointed Samantha Clarke to the new role of general manager, policy, professionalism and marketing, after Phil Anderson’s departure....

Superannuation administration platform and dealer group services firm HUB24 has rebuffed IOOF’s acquisition bid as “inadequate”....

While the major planning groups met with new Assistant Treasurer, Kelly O’Dwyer last week no one is expected any early calls on the detail of the Life Insurance Framework...

Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...

The wealth management industry needs to identify, understand, and tackle the complex issues surrounding the financial abuse of the elderly....

After failing to apply fee waivers and benefits to its AgriAdvantage Plus package, the Commonwealth Bank will refund $7.6 million to 8,400 customers....

The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....

Investors planning on making their first CFD trades over the coming year say having access to equities will be a key factor when selecting their provider....

Half the population is female and if the planning industry does not address that segment it is losing out on finding the best planners, according to StatePlus....

Financial planners must avoid jargons and technical terms and find other ways to communicate with female clients about their finances to put them at ease, a financial pla...

Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...

The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

Park Trent Properties Group has been found to have given unlawful advice to over 860 people to establish and switch funds into an SMSF....

MDS Financial Group has acquired 100 per cent of Sequoia Wealth Group and will rebrand as Sequoia....

The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...

Legislative changes calling for superannuation fund governance are “unwarranted”, the new shadow minister for financial services and superannuation, Dr Jim Chalmers, beli...