CHIEF EXECUTIVE
Superannuation
The Government should amend the tax system to help Australians build their retirement savings, Financial Planning Association (FPA) chief executive Mark Rantall has said ...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Financial planning
Perpetual has announced it will outsource third party provision of portfolio and fiduciary administration services for Private Wealth clients to Macquarie Investment Mana...
Superannuation
The proposed ban on off-market related party transfers for self-managed superannuation funds (SMSFs) "goes against the grain of a simplified superannuation system", accor...
Superannuation
ASFA chief executive Pauline Vamos questions whether SMSF allocations are always appropriate....
Financial planning
Following a successful $5 million capital raising earlier this month, portfolio administration specialist Praemium has announced an organisational restructure and cost-re...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Policy & Regulation
The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....
Superannuation
New governance standards for superannuation funds may still fall short of demands for greater transparency....
Policy & Regulation
When the "best interests" duties contained in the Future of Financial Advice (FOFA) reforms become law, the lack of a legal precedent will see the Financial Ombudsman Ser...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Policy & Regulation
Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....
Financial planning
The director of collapsed brokerage firm Sonray Capital Markets, Russell Johnson, has appeared in Melbourne Magistrates Court after his arrest on 24 criminal charges foll...
Financial planning
Prime Minister Julia Gillard pays tribute to Industry Super Network (ISN) for 'opt-in'....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...