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ASIC has accepted EUs from three J.P. Morgan foreign financial services providers for failing to comply with disclosure requirements of ASIC’s exemptions....

Financial planning • 19 November 2015

Limited recourse borrowing arrangements do not necessarily have to be limited in opportunity for self-managed super fund trustees but there are various requirements to ad...

Tools & guides • 19 November 2015

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

Financial planning • 19 November 2015

The FPA announces policy chief Dante De Gori as the successor to Mark Rantall as CEO....

Financial planning • 19 November 2015

Eighty years on, the vision of founder William McCormick Blair still guides the funds management business that bears his name, writes Nicholas O’Donoghue. ...

Funds management • 20 November 2015

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Policy & Regulation • 20 November 2015

ASIC has cancelled insurance broker, Leedam’s AFSL a month after its sole director was banned from providing financial services....

Life/Risk • 20 November 2015

New APRA data has revealed that it is retail funds which are lagging on transferring accrued default super balances to MySuper products....

Superannuation • 20 November 2015

ASIC said it is largely supportive of robo-advice as it can reduce the cost of advice for consumers but warned it comes with unique regulatory challenges....

Financial planning • 20 November 2015

Financial planners have a key role in educating consumers that life cover provided in super may not be enough....

Financial planning • 20 November 2015

Fee for service can help clients maintain cover, according to Wealth Elements Dean van Zyl....

Life/Risk • 20 November 2015

Education and professionalism are the key to building trust in the financial advice industry and attracting more people to the industry, which would mean more consumers w...

Features • 20 November 2015

Planners need to take a consistent approach to life insurance recommendations, according to FPA general manager, policy and conduct, Dante De Gori....

Life/Risk • 20 November 2015

Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...

Features • 20 November 2015

The Financial Services Council’s Blake Briggs argues that the Government’s changes to super fund governance arrangements and default funds will ultimately help consumers....

Editorial • 20 November 2015

While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice...

Editorial • 20 November 2015

Boutique funds manager, Montgomery Investment Management has secured a ratings upgrade for its flagship fund, from Lonsec....

Funds management • 23 November 2015

Australian commercial property is delivering double digit growth for investors in the Investec Australia Property Fund....

Funds management • 23 November 2015

Strong inflows and growing support from non-aligned advisers has seen platform provider, netwealth, exceed $8 billion in FUM....

Funds management • 23 November 2015

Investors are becoming increasingly engaged in how and where their superannuation is being invested, RIAA chief executive, Simon O’Connor, says....

Funds management • 23 November 2015
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 6 days 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. ...

6 days 6 hours 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 2 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 2 days ago
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