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AUSTRALIAN FINANCIAL SERVICES
Financial planning
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Financial planning
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
Editorial
In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...
Financial planning
Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...
Accounting
Count Financial chief executive David Lane predicts influx of accountants to swell the ranks of planners. ...
Funds management
Australian Public Trustees (APT) has had its AFS licence cancelled after breaching a number of its financial and reporting obligations....
Financial planning
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial planning
The regulator has released a report in which it expressed concerns about the number of financial advice groups being owned by product issuers. ...
Financial planning
Planning companies willing to acquire licences may be able to secure grandfathering arrangements. ...
Financial planning
Rubik Financial Limited has entered an agreement with Revex Solutions around COIN acquiring Revex and a four-year exclusive reseller agreement....
Financial planning
The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...
Life/Risk
The insurance losses reported by AMP and RGA reflect pricing for good times and a need to adapt to tough times....
Policy & Regulation
Australian financial services institutions have received some breathing space with regards to the implementation of FOFA and Stronger Super as the US announces a six-mont...
Funds management
Retail derivatives issuer Apex Derivatives will be wound up after ASIC received orders in the Federal Court....
Financial planning
Planners leave amid FOFA pressure and institutional offers....
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MARKET INSIGHTS
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...