ADVOCACY

Financial planning

Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year. ...

Financial planning

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts....

Financial planning

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....

Funds management

The Financial Services Council is proposing making the sophisticated investor test less subjective as currently wholesale fund managers are hesitant to apply it....

Features

The FSC and FAAA have pinpointed the small wins and losses in Treasurer Jim Chalmers’ third budget, noting that successfully achieving change can be a "hard grind" for th...

Financial planning

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

Policy & Regulation

The consumer group said the deferral struck a "sensible balance" between legislating reform and dealing with the pandemic....

Superannuation

The Federal Government will establish a superannuation consumer advocate and has asked the Treasury to recommend a potential provider following a call for expressions of ...

People & Products

CFA Societies Australia has appointed industry veterans to head up its Advocacy Council and National Diversity Committee....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 3 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 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 10 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. ...

1 week 6 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. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo