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....

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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’...

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