changes

Financial planning

ASIC’s ethics called into question by exam candidates

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

Financial planning

Industry changes to distract advisers from tech upgrades

Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...

People & Products

Leadership team changes at Perpetual

Perpetual has announced changes to its leadership on the back of an internal promotion and the creation of a Chief Risk Officer role....

Financial planning

Planners will remain part of ANZ’s customer facing proposition

ANZ chief executive, Shayne Elliott has declared that financial planners will be a key part of ensuring nothing appears to have changed following the bank’s disposal of i...

Funds management

AMP Capital reshapes its Australian Equities business

AMP Capital has repositioned its Australian Equities business and will no longer offer benchmark-aware, core Australian equities products....

Superannuation

Industry welcomes new SG measures

The superannuation industry has welcomed the Government’s measure to provide the ATO more funding for its SG taskforce to help crackdown on SG non-compliance....

Funds management

Bloomberg changes methodology for AusBond Index

Bloomberg has introduced a number of changes to the methodology for its AusBond Index family....

Policy & Regulation

Morrison rules out family trust changes

The Federal Treasurer, Scott Morrison has ruled out any changes to the rules around family trusts....

Policy & Regulation

Strategic plan needed to cope with regulatory change

Regulatory reporting is not just about putting numbers in a box and financial firms need a robust plan as APRA is going through a huge cycle of reporting changes, accordi...

Funds management

Hunter Hall changes dividend policy

The board of Hunter Hall has put aside the company’s policy of paying out 100 per cent of net profit after tax as dividends in the face of jostling over the company’s fut...