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People & Products
Former BT portfolio manager Jack Chemello has been appointed head of equities at Mason Stevens....
Editorial
The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....
Superannuation
Key sections of the financial services industry have lamented the Productivity Commission's failure to open up the default funds arena to more competition by removing man...
Financial planning
The Association of Financial Advisers (AFA) has claimed that tricky drafting of the legislation delivering MySuper has effectively infringed the property and income right...
Financial planning
Morningstar has launched what it describes as a web-based research solution combining data on Australian and New Zealand listed companies – Morningstar DatAnalysis Premiu...
Funds management
LM Investment Management has described as hostile and opportunistic the attempt by Trilogy Funds Management to take over as the responsible entity (RE) for two mortgage f...
Superannuation
Information on fees is the largest member knowledge gap across all kinds of super funds, according to Investment Trends research commissioned by QSuper....
Financial planning
Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...
Financial planning
Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....
Life/Risk
NRMA Insurance has pushed into the life insurance market under an alliance agreement with TAL....
People & Products
BNY Mellon has set its sights on the intermediary markets, hiring former ING Investment Management executive Navin Suri as its Asia-Pacific (APAC) head of intermediary di...
Superannuation
CPA Australia research finds household debt levels outstripping superannuation balances for those approaching retirement....
Financial planning
Australian Financial Services Group has engaged Seaview Consulting to conduct a detailed strategic review of the business, with one senior role already made redundant....
Accounting
The introduction of the APES 230 ethical standards for accountants will not affect WHK's business model, according to the dealer group's chief risk officer Craig Lake....
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...