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Financial planning
AUSTRAC accepts its third enforceable undertaking on AML/CTF laws, this time from PayPal....
Financial planning
The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the i...
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
Funds management
Equiti Funds Management has launched its first direct property fund amid signs the commercial property market has started to bottom....
Superannuation
The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....
Financial planning
Litigation funders may rethink their class action opportunities against fund managers if they are required to register multi-party action as managed investment schemes....
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
A fight has broken out between listed investment company HFA Accelerator Plus and its manager, HFA Asset Management, with the latter threatening legal action over the use...
Superannuation
Class Financial Systems to provide SMSF platform for accountants....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
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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...