CHIEF EXECUTIVE
Life/Risk
The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....
Financial planning
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Financial planning
Industry Funds Financial Planning has strong reservations about the veracity of the Investment and Financial Services Association's proposed fee-for-service model within ...
Financial planning
The chief executive of the Commonwealth Bank of Australia has admitted there were "shortcomings" relating to loans granted to clients of the failed financial planning gro...
Superannuation
New guidelines around the payment of product-directed commissions to financial planners is the most significant, but not the only, recommendation in a charter that aims t...
Financial planning
Will boost its risk adviser representation in Brisbane, Melbourne and Canberra to diversify revenue, consolidating its back-office systems....
Financial planning
Ratings withdrawn as a result of a temporary suspension of the funds' applications and redemptions....
Financial planning
The Investment and Financial Services Association has confirmed its members will create a clear divide between product and financial advice costs from next year....
Financial planning
Dealer group Count Financial yesterday increased its minority stake in Mortgage Choice, buying 1.5 million shares in the franchise group....
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Financial planning
The MIS business model is more appropriately used as a short-term funding solution than a long-term proposition, according to the chief executive of Arafura Pearls....
Financial planning
Colonial First State Global Asset Management chief executive Mark Lazberger has questioned the role key financial services associations play in building community trust i...
Funds management
BlackRock has agreed to purchase Barclays Global Investors for US$13.5 billion, with the combined entity to have $2.7 trillion in assets under management....
Financial planning
Businesses with an annual turnover of less than $2 million with an activity statement debt will be offered a twelve month general interest charge (GIC) free payment arran...
Financial planning
The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...
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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...