CHIEF EXECUTIVE

Financial planning

The National Institute of Accountants' name change to the Institute of Public Accountants (IPA) was aimed at gaining members recognition for their qualifications, and has...

Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

Financial planning

The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...

Financial planning

Some planners and certainly some industry funds support ASIC's view on the use of asset-based fees....

Financial planning

Intra-fund advice should be included in the opt-in debate due to a lack of transparency regarding the way industry super funds finance it, according to Association of Fin...

People & Products

In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....

Financial planning

Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....

Financial planning

Lonsdale wants to help its planners articulate the real meaning of the value of advice....

Accounting

National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....

Financial planning

The Government has launched a website dedicated to helping consumers better understand and manage their finances....

Financial planning

National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....

Financial planning

Trust Company Limited is looking to become the region's pre-eminent independent trustee....

Financial planning

Over Fifty Group has changed its name to Centuria Capital to more accurately reflect its business model as a diversified funds manager....

Financial planning

A new survey has revealed that financial services bosses are better regarded than most - but not by much....

Financial planning

ASFA wants the Government to extend capital gains tax relief for fund mergers to protect members' interests....

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....

4 weeks ago

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

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 10 hours ago
moneymanagement logo