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Financial planning
The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...
Financial planning
Former Fincorp CEO and chairman Eric Krecichwost has been jailed for three and a half years....
Superannuation
The provision of financial advice with respect to MySuper is not entirely off the agenda, according to the chairman of the Government’s Stronger Super peak consultative g...
Financial planning
Not-for-profit superannuation fund trustees have been warned that if they do not agree on fund governance guidelines they risk having them imposed by the Government....
Financial planning
Global fund manager AllianceBernstein LP has announced it will acquire full ownership of AllianceBernstein Australia....
People & Products
Managing director of Treasury Group, Mark Burgess, has resigned following his appointment to the Future Fund Management Agency....
Financial planning
The Australian Securities and Investments Commission has accepted an enforceable undertaking (EU) from UBS Wealth Management Australia, in order to remedy past compliance...
Financial planning
The chairman of Macquarie Group and Macquarie Bank, David Clarke, has resigned from his positions as chairman and voting director due to ill health....
People & Products
WHK Group has appointed Richard Grellman as chairman and independent non-executive director, replacing the outgoing stand-in chairman Peter Warne....
Funds management
A proliferation of exchange-traded fund (ETF) products may be leading some advisers to take over full responsibility for asset allocation within client portfolios, prompt...
Financial planning
National Australia Bank’s (NAB’s) direct asset management business, nabInvest, has acquired 35 per cent stake in AREA Property Partners – a real estate fund manager based...
People & Products
AMP Limited has announced where AXA executives will fit in the new combined structure....
Financial planning
Minority shareholders of AXA Asia Pacific have given the green light to the proposed merger with AMP yesterday, with the acquisition remaining subject to one more approva...
Superannuation
The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...
Life/Risk
APRA has established a special team to ensure insurers are coping with the spate of disasters....
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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...