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AUSTRALIAN FINANCIAL SERVICES
Editorial
Tom Keenan of iShares Australia examines some themes that may affect market outcomes in the year ahead....
Life/Risk
ASIC report on relief decisions has revealed the regulator's steadfast attitude on PI....
People & Products
Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....
Superannuation
As superannuation funds continue to build out their scaled advice capabilities, online solutions are helping to build greater efficiency for members to action advice in r...
Financial planning
Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....
Life/Risk
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
Editorial
There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Financial planning
AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...
Financial planning
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Accounting
LGH Holdings director and accountant Mark Ronald Letten will stand trial on more than 30 criminal charges in relation to property holdings and development of real propert...
Accounting
Superannuation body warns of implications flowing from accountants, real estate agents, mortgage brokers and lawyers around SMSFs and property....
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...