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Financial planning
Despite the market volatility, latest data indicates financial planners and paraplanners are still in demand....
Financial planning
Sequential Project Services has announced that its new targeted review product is now being used by AMP Financial Planners Association (AFPA), Hillross Advisers Associati...
People & Products
The Australian Securities and Investments Commission (ASIC) has announced the appointment of Brett Bassett as Queensland regional commissioner....
Policy & Regulation
Canadian financial planning and life insurance expert Bruce Etherington has compared Australia's current round of Future of Financial Advice (FOFA) reforms to previous ex...
Financial planning
The Government has introduced legislation into Parliament that will strengthen the obligations of company directors and ensure superannuation payments are made to employe...
Funds management
West Australian financial services group Wealth Management Partners has taken a stake in Perth-based accountancy and consultancy firm Stantons International Services, whi...
Editorial
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Financial planning
The corporate regulator has finalised proceedings in the Supreme Court of New South Wales against property development company Great Northern Developments Pty Ltd (Great ...
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
Financial planning
Providers of superannuation products and simple managed investment schemes will have just over a year to adapt to new Product Disclosure Statement (PDS) requirements, und...
Financial planning
Russell Investments has expanded its industry and government fund offering, with the appointment of a new sector head and the launch of a new consulting service....
Editorial
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
People & Products
Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...
Financial planning
Fast-expanding dealer groups may need to look at outsourcing technical and strategic advice solutions in order to retain a high standard of support for advisers and stay ...
Editorial
The Financial Ombudsman Service (FOS) no doubt believes it is doing a good job – and it is certainly operating within the guidelines laid down by ASIC – but i...
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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...