CHAIRMAN

People & Products

Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...

Funds management

The news of the healthy returns from US hedge fund investments continues to flow in as mutual fund managers report more lack lustre performance results....

Financial planning

AUSTOCK Brokers has taken a strategic stake in Stockford and is seeking seats on the board less than two weeks after the departure of St George from the troubled consolid...

Financial planning

THE main opposition groups to the Australian Taxation Office’s (ATO) crackdown on mass marketed tax effective schemes have combined to form a peak industry body in order ...

Financial planning

Three directors involved with a loans scheme to fund development of an invention have been found to have operated an unregistered managed investment scheme by the Austral...

Financial planning

Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...

Financial planning

The Australian Securities and Investments Commission (ASIC) has backed up its promise of taking a ‘hard line’ against solicitors’ mortgage schemes, appointing a liquidato...

Financial planning

AM Corp has confirmed that it will wind down its troubled Diversified Traded Policies (DTP) Fund over a five year timeframe after a tumultuous nine months in which the gr...

Financial planning

The Investment and Financial Services Association (IFSA) chief executive officer Lynn Ralph has handed in her resignation after four and a half years, with current deputy...

Financial planning

The announcement by Fiducian at the end of last month that it had acquired Bodinnars Personal Financial Planners marks a new era for a small private company which over th...

Editorial

The Financial Services Reform Act (FSRA) looks set to result in further compliance and legislative costs to superannuation funds offering member investment choice, warns ...

Financial planning

How much does the planner sitting next to you earn? Are they more valuable than you? The easiest way to measure the monetary worth of a financial planner is by their job ...

Financial planning

IOOF members have voted overwhelmingly to end the friendly status of the organisation and become a listed company....

Financial planning

Australian Unity group managing director and chief executive officer Mark Sibree has stepped down from the top post effective immediately after the group announced change...

Financial planning

From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago