CHIEF EXECUTIVE
Financial planning
Non-aligned planners can vertically integrate but not by using current business models....
Funds management
FSC points to cross-border flows report to renew calls for Investment Manager Regime implementation....
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...
Life/Risk
Disparities between the premiums on inforce and new risk products causing problems....
Superannuation
Industry funds lament Senate Committee's decision to abolish LISC as MRRT is removed. ...
Financial planning
FPA gives research and marketing materials to FPSB members to promote CFP designation...
People & Products
OneVue makes changes to senior team ahead of its IPO....
Financial planning
The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....
Financial planning
PM Capital will raise more than $200 million in the initial public offering for its listed international equities fund. ...
Superannuation
Industry funds may be obliged to appoint a majority of independent directors....
Financial planning
Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....
Editorial
Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...
Financial planning
Dealer group head calls for rigorous consultations before FOS moves to lift fees....
People & Products
David Bell to replace outgoing Actuaries Institute chief executive Melinda Howes. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...