CHIEF EXECUTIVE OFFICER

People & Products

BNY Mellon has set its sights on the intermediary markets, hiring former ING Investment Management executive Navin Suri as its Asia-Pacific (APAC) head of intermediary di...

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Superannuation

Ever since the Trio Capital scandal, the message has been clear: SMSFs are on their own and defenceless against fraud. But as Andrea Slattery explains, SMSFs indeed have ...

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Superannuation

The Association of Superannuation Funds of Australia (ASFA) has welcomed new legislation which it said would ultimately protect member balances during super fund mergers....

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Superannuation

The prospect of further Government changes to superannuation and the removal of tax breaks currently in place for self-managed super funds (SMSFs) is unthinkable, accordi...

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Financial planning

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

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Financial planning

Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....

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Rate the raters

While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...

Financial planning

ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...

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Financial planning

AMP has announced plans to acquire Cavendish Group and set up a new self-managed super fund (SMSF) business unit....

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Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

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Superannuation

SPAA chief executive Andrea Slattery believes the new licensing regime set to replace the accountants' exemption would create a bigger role for the association....

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Editorial

Forrester Cohen chief executive officer John Moore provides financial advisers with some recommendations on how to help clients choose the right direct property opportuni...

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Editorial

The difficulty in getting new property development projects off the ground over the last five years has not just had implications for investors, but also for the supply o...

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Financial planning

van Eyk Research has made three redundancies, with another analyst departing voluntarily as the company announces a new strategy....

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Financial planning

ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....

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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