CHIEF EXECUTIVE

Superannuation

Self-Managed Super Fund Professionals' Association warns Government against further superannuation tinkering to bolster its promised Budget surplus....

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Superannuation

ING Direct's Living Super has the potential to shake up the SMSF market significantly, according to Financial Synergy chief executive Stephen Mackley....

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Financial planning

The New South Wales BDO Wealth Management team has joined Fitzpatricks Private Wealth....

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People & Products

David Bertram has stepped down as head of practice management and associate director at WealthSure to join Titanium Group....

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Superannuation

SMSF specialists will have the opportunity to hear key speakers and themes at the Institute of Chartered Accountants Australia National SMSF Conference....

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Superannuation

New Actuaries Institute research suggests the Government must starting pulling the policy levers on longevity and retirement incomes sooner rather than later....

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Financial planning

Readers have an opportunity to participate in next week's AFA/Money Management life/risk breakfast via webcast....

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Financial planning

DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 Australian financial services (AFS) licensees that ...

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Financial planning

Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....

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People & Products

Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....

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Superannuation

New FSC research reveals Australians must work longer to bridge a $1 trillion retirement savings gap....

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Financial planning

DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....

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Superannuation

In a move the two firms say will help them gain further traction in the SMSF sector, Paritech has signed an agreement with the Melbourne-based PhoenixAI to merge their ma...

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Financial planning

In the wake of yesterday's transitional financial results, Perpetual chief executive and managing director Geoff Lloyd has said he is determined to focus on growing the b...

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Financial planning

The Financial Planning Association (FPA) has reported a considerable number of individuals accessing its new consumer website....

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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 3 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 2 days ago

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

4 weeks ago