CHIEF EXECUTIVE

Financial planning

The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....

Financial planning

ISN's David Whiteley says imposing an annual fee disclosure requirement on financial planners is a community expectation....

Policy & Regulation

The Financial Planning Association has accused the Federal Government of making further amendments to the draft Future of Financial Advice (FOFA) legislation without cond...

Financial planning

PIH parent company Centrepoint alliance has announced it is ending the two-days-per-week consultancy agreement it has with former PIH chief Robbie Bennetts....

Policy & Regulation

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

Policy & Regulation

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

Financial planning

Invesco Australia has announced the launch of a new Asian equity fund that focuses on the growing Asian consumer demand....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) has questioned the legitimacy of a television advertising blitz by industry superannu...

Financial planning

Platform provider Onevue is about to finalise new contracts with a number of advisory groups to expand the distribution of its UMA platform....

Financial planning

Maple-Brown Abbott has acquired management rights for two of its funds from Advance Asset Management, with Ironbark to provide distribution....

Superannuation

The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....

Financial planning

The number of corporate insolvencies in August 2011 was the second highest monthly figure on record, according to the latest Australian Securities and Investments Commiss...

Financial planning

The Government's recent Stronger Super announcement states it will be phasing out the option to hold 'own occupation' Total and Permanent Disability (TPD) insurance polic...

Superannuation

The Self Managed Super Fund Professionals' Association (SPAA) has called for the Government to increase the standard concessional contribution cap by $10,000 to $35,000 f...

Editorial

History suggests the advantages flowing to industry superannuation funds from the Government’s Future of Financial Advice changes may ultimately prove to be a political l...

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 4 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