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A new report on general insurance disclosure reveals a desire to steer clear of the personal advice regime and a push to get ASIC relief to do so. ...

Life/Risk • 2 December 2015

TAL Direct, trading as InsuranceLine, paid a $10,200 penalty for a false and misleading advertisement for its Income Protection Plus product ...

Life/Risk • 2 December 2015

A troubling trend has emerged in wealth management customer satisfaction. According to a recent EY survey, less than a third of wealth management firms rate their client-...

Knowledge Centre • 3 December 2015

ASIC has permanently banned former Equititrust CEO, Mark McIvor from providing financial services after he breached a law. ...

Financial planning • 3 December 2015

SMSF trustees and their advisers will become advocates for managed portfolios once the administrative benefits are realised, according to Hub24....

Funds management • 3 December 2015

Majority of investors considered ESG issues in their investment decisions although how ESG affects investment management is still not understood. ...

Funds management • 3 December 2015

ASIC has disqualified a third person this week from being an approved self-managed super fund auditor....

Superannuation • 3 December 2015

Money Management once again teamed up with research house, DEXX&R, for the twelfth consecutive year to recognise excellence in the life/risk industry at the 2015 Adviser ...

Life/Risk • 3 December 2015

Advisers need to speak to clients in a language they can relate to, AFA chief executive, Brad Fox believes....

Financial planning • 3 December 2015

Stephen Halmarick, Head of Economic and Market Research, Colonial First State Global Asset Management announced to join our expert panel for this Thursday. Last chance to...

Past events • 3 December 2015

Most accountants have not started their licence application or made a decision on what SMSF licensing path to pursue, according to a survey....

Accounting • 3 December 2015

New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....

Financial planning • 3 December 2015

Australian advisers need to get ahead of regulations and legislation to avoid having to deal with significant change, the FPA believes....

Financial planning • 3 December 2015

Conduct risk will be a central theme for life insurers and regulators over the next decade, an expert believes....

Life/Risk • 3 December 2015

Inconsistencies in the assumptions used by various superannuation calculators have the potential to damage consumer trust, Chant West reports....

Superannuation • 3 December 2015

ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....

Financial planning • 3 December 2015

Two Australian firms have been named in the top five fastest growing technology companies in Asia, according to an annual survey by Deloitte....

Funds management • 4 December 2015

Advisers need to consider how new products and a changing client profile might warrant a new approach to fixed income, according to FIIG Securities....

Funds management • 4 December 2015

The Government must broaden collective investment vehicles and simplify its tax treatment if Australia is to become a financial services exporter. ...

Funds management • 4 December 2015

Despite the stereotype of a cash-centric approach, new data reveals SMSFs to be amongst the most active equities traders....

Funds management • 4 December 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 3 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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