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Financial planning
Superannuation funds should take action within 10 working days of a customer requesting payment or additional information, according to Association of Superannuation Fund...
Financial planning
THE Australian Stock Exchange and SFE Corporation Limited have today proposed to merge their businesses in a move that would make the new exchange a leader in the Asia-Pa...
Life/Risk
Leading agribusiness bank Rabobank Australia and insurance advisory firm Future Life Financial Services have joined forces to deliver a new life insurance solution to rur...
Editorial
The two-year-old strategic alliance between Advance Asset Management and Mellon Global Investments has now passed the $1 billion mark in funds under management....
Financial planning
Tower Australia has completed an overhaul of its risk insurance range, improving existing product features and launching a new life insurance product aimed at part-time w...
Financial planning
David Jones is considering launching an expanded range of financial products to customers, following a similar business model to UK retail operators Tesco and Marks and S...
Financial planning
Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...
Financial planning
The Association of Financial Advisers Ltd (AFA) has expressed concerns about recent industry calls for the introduction of a rigid fee-for-service advice structure....
Financial planning
Financial Planning Association deputy chair Sarah Brennan and industry consultant Tom Collins have spoken openly about their involvement with Westpoint Corporation, as Br...
Financial planning
Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...
People & Products
Former HSBC Asset Management head Barry Sheehan has been appointed chief executive officer of Tyndall Asset Management, ending months of speculation on a replacement for ...
Financial planning
PlanTech is adding the final touches to a web-based service that will automatically populate the Generic Personal Statement, a document that standardises the way informat...
Financial planning
Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...