APL

Financial planning

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product...

Funds management

Clime Investment Management is overhauling the selection process for its APLs, with managing director Michael Baragwanath describing the threat of a product failure affec...

Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

Financial planning

The deputy chair of a key Parliamentary committee has pointed to claims that AMP Limited is charging product manufacturers as much as $22,000 to be included on an approve...

Financial planning

Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....

Financial planning

With the Royal Commission questioning the role of Approved Product Lists a larger question has arisen about whether self-licensed advisers are achieving better outcomes t...

Funds management

Antipodes Global Investment Company (APL) has declared its maiden dividend of five cents per share, 50 per cent franked....

Life/Risk

ClearView has launched an attack on the FSC over its life insurance APL draft standard, arguing it does not tackle conflicts of interests and proves the industry cannot s...

Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

Funds management

Investment company, Antipodes Global, has launched an IPO for the listed version of its ‘recommended’ global managed fund. ...

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 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo