CHIEF EXECUTIVE

Financial planning

Suncorp Life has developed what it describes as "an engine room for product and service development and delivery" aimed at growing its direct distribution business....

Financial planning

Suncorp Life has developed what it describes as "an engine room for product and service development and delivery" aimed at growing its direct distribution business....

Financial planning

National accounting firm Bentleys Australia has announced it will this year join Kreston International - a global network of independent accounting firms based in the UK ...

Financial planning

Financial planning dealer group Titanium sees para-planning service as sound risk management....

Policy & Regulation

ASFA does not support further delays to the implementation of the FOFA reforms while a regulatory impact study is completed....

Financial planning

Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....

Financial planning

Three-quarters of Australian households believe their financial position will remain stable or improve this year, despite one-third expecting the economy to worsen, accor...

Financial planning

Premium Wealth Management has acquired Sydney-based financial planning practice Pearman Financial Management, bringing the number of firms in the Premium network to 21....

Financial planning

Three-quarters of Australian households believe their financial position will remain stable or improve this year, despite one-third expecting the economy to worsen, accor...

Policy & Regulation

The Financial Services Council has warned the PJC that FOFA will fail in its core objective - making financial advice more affordable....

Policy & Regulation

The FPA has expressed concern at the FOFA process and how certain decisions such as those imposing fee disclosure and opt-in were made....

Superannuation

The Federal Opposition says the Productivity Commission's review of default funds under modern awards need not take all year and that the MySuper legislation should be am...

Financial planning

Cash holdings in SMSFs grew further in the December quarter due to uncertainty over interest rates and longer-duration term deposits not being rolled over....

Financial planning

Cash holdings in SMSFs grew further in the December quarter due to uncertainty over interest rates and longer-duration term deposits not being rolled over....

Policy & Regulation

The underlying legality of the Government's Future of Financial Advice (FOFA) changes will almost certainly be tested in the event the legislation passes the Parliament w...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo