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Funds management
Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...
Superannuation
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
People & Products
Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Editorial
Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential implications for the industry....
Editorial
With the financial advice industry likely to experience a flurry of merger and acquisition activity in the wake of the global financial crisis, Nick Brinkworth outlines s...
Superannuation
Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...
Editorial
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
Financial planning
The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....
Financial planning
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
Financial planning
Radar Results has identified some of the most common and not so obvious deal breakers when selling a financial planning business....
Financial planning
The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...
Financial planning
Peter Dawson and Julie Rigoni have teamed up to launch a new business advisory consulting firm for Australian and offshore investment managers....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...