chief executive

Financial planning

ASFA calls for standardised labelling of financial products

The Association of Superannuation Funds of Australia (ASFA) has called for standardised labelling of financial products to provide retail investors with a better understa...

Policy & Regulation

FOFA may separate industry: Klipin

One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...

Financial planning

QBE takes CUNA

QBE has acquired CUNA Mutual Group’s Australian operations....

Policy & Regulation

Legacy products cloud FOFA reforms

The legislative changes evolving from the Future of Financial Advice (FOFA) reforms may force the Federal Government to finally move on the tax treatment of legacy financ...

Financial planning

Planners set to launch mortgage broking push

There is likely to be an increase in the number of Financial Planning Association (FPA) licensee members who provide mortgage broking services from the current level of a...

Financial planning

Challenger reshuffles as Adams departs

Challenger has announced several internal promotions and role changes following the departure of co-head of funds management Rob Adams....

Financial planning

LM digs in on share register

LM Investment Management vows to stop David Tweed’s Direct Share Purchasing Corporation gaining access to mortgage fund register....

Financial planning

Reform revolution an opportunity to improve trust

The current reform revolution is a once-in-a-generation opportunity to get it right and improve trust in the industry, but several proposed changes risk taking the reform...

Financial planning

Boards need to lift their game on gender: APRA

Australia is still lagging behind international standards when it comes to gender diversity on company boards, according to new research from the Australian Prudential Re...

Policy & Regulation

FOFA takes shape amid industry concern

The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...

Policy & Regulation

FSC supports income tax changes

Changes to the income tax treatment of the investment income of foreign funds will provide tax certainty for foreign investors investing in Australian managed funds, acco...

Financial planning

Praemium wraps Macquarie CMA

Praemium has included the Macquarie CMA on its Smartwrap offering....

Financial planning

Count’s key research appointment

Count Financial has strengthened its capacity on research and APL development with a senior appointment....