APRA
Financial planning
A survey of APRA clients and users has rated it positively, but no references were made to Trio/Astarra....
Financial planning
The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...
Editorial
When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...
Financial planning
BetaShares has selected Rabobank Australia to join its panel of authorised deposit-taking institutions for its product, the BetaShares Australian High Interest Cash ETF....
Funds management
The aftermath of what was deemed the largest superannuation fund fraud in Australian history has seen only one individual jailed so far, with most other parties having th...
Editorial
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
Editorial
Despite the Parliament having risen for the winter recess, and probably for the last time before a Federal election, it will nonetheless be difficult to keep politics out...
Superannuation
AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....
Financial planning
APRA has accepted enforceable undertakings from five former directors of Trio Capital. ...
Financial planning
The Financial Services Minister, Bill Shorten, is scheduled to address the opening plenary of next month’s Financial Services Council conference in Brisbane....
Superannuation
ASFA has called for an independent review of large SuperStream costs....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Superannuation
A letter from APRA on Stronger Super reporting requirements has confirmed how much will occur post-September....
Life/Risk
APRA member Ian Laughlin lays it on the line on the insurer failures which have led to hefty premium rises for super fund members....
Life/Risk
APRA buys into lapse/churn debate but points to particular problems with respect to directly-marketed products....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...