CHIEF EXECUTIVE OFFICER

People & Products

Brad Fox confirmed as full-time replacement for Richard Klipin as AFA CEO....

Financial planning

Research suggests customer-owned banking is on the rise, having grown its assets by around 4.5 per cent in the last year....

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Superannuation

A number of risks are looming large on the radars of SMSF advisers, according to the principal of consultant actuarial firm Rice Warner, Michael Rice....

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Financial planning

TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....

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Superannuation

While SMSFs may continue to experience significant and continued growth, there will be a stage in many trustees’ lives when the obligations inherent in running a fund wil...

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Financial planning

There will be no immediate change for advisers and clients of the Tynan Mackenzie group which will soon be integrated under the ipac brand, AMP has announced....

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Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

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People & Products

Richard Klipin has been appointed new chief executive officer of ANZ-owned millenium3....

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Financial planning

Premium Wealth Management has added Boston Private Wealth to its dealer group, the third Queensland-based practice to join the group this year....

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Financial planning

Despite having to pay partial damages to investors who lost millions on structured financial products, LGFS said it was happy with the outcome of the court proceedings. ...

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Superannuation

SPAA CEO Andrea Slattery points to possibilities for SMSFs in biotechnology and life science investment....

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Financial planning

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

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Superannuation

The SMSF sector is well placed to deal with the challenges of post-retirement, according to SPAA chief executive Andrea Slattery....

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Financial planning

The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....

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Superannuation

AIST CEO Fiona Reynolds has teamed up with the Equal Opportunity for Women in the Workplace Agency to call for more women to be appointed to super fund boards....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago