CHIEF EXECUTIVE

Financial planning

Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...

image
Financial planning

The advisers who will now offer their services to the remaining book of former Storm Financial clients do not accept commissions, nor do they employ gearing strategies, a...

image
Financial planning

Metlife Australia vice-president, Michael Burke, has announced his retirement....

Financial planning

Financial Index Australia acquires rights to service remaining 4,000 clients of Storm Financial....

Financial planning

Fee-for-service still undefined; consumers have a right to know what is included in the fee and be able to sign off on the costs....

image
Financial planning

Twelve separate advice firms which became part of the Shadforth Group in April last year will switch their individual business names to that of Shadforth from July....

People & Products

Industry representatives have welcomed the appointment of Chris Bowen to the Financial Services portfolio while paying tribute to the efforts of Senator Nick Sherry, who ...

image
Financial planning

ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...

image
Financial planning

Dealer group Financial Services Partners to release book on how to navigate a period of unemployment....

People & Products

Expands Sydney office, responsible for developing strategic business advice and tax....

Financial planning

Lifts automatic acceptance limits for TPD and income protection....

Funds management

Company has reduced corporate debt by $4.5 million in last six months....

image
Financial planning

The UK's Personal Finance Society has warned that recent changes to the Qualifying Recognised Overseas Pension Schemes regime plus administrative vagaries could challenge...

Financial planning

Fears the Government would increase the super access age to 67 has caused a decline in voluntary contributions, according to Aviva, while the chief executive of ASFA has ...

image
Financial planning

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago