CHIEF EXECUTIVE

Editorial

Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....

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Financial planning

The challenges presented by an ageing population put the onus on advisers to stay up to date with the latest technical know-how, Paul Rogan writes....

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Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Financial planning

The further Senate Commmittee process initiated by the Federal Opposition will simply be another in a long list starting in 2009....

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Policy & Regulation

Finance Minister, Mathias Cormann, claims the Opposition’s efforts to create a further Senate inquiry into the planning industry is political opportunism at work....

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Funds management

The development of managed accounts will allow a boutique planning firm to replacing its wrap platforms and SMSF administration service with a managed discretionary accou...

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Policy & Regulation

The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....

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Financial planning

A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....

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Financial planning

Industry Super Australia (ISA) has been accused incorrectly blaming the banking industry’s interests for a post-Future of Financial Advice (FOFA) return to a commissions’...

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Financial planning

ASIC has acknowledged the CBA’s new compensation and review processes by reminding the banking group of its ongoing breach reporting obligations....

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Financial planning

Australian Unity-owned Big Sky Building Society appoints new CEO. ...

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Financial planning

Commbank repeats apology and outlines independent review process for impacted customers. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

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

3 weeks 1 day ago

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

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks ago