CONSOLIDATION

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

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Financial planning

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

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Superannuation

Almost three-quarters of fund professionals expect to see consolidation of the superannuation industry this year in a bid to reduce costs, according to Calastone....

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Policy & Regulation

Major consultancy EY has predicted both challenges and opportunities in the financial services industry in 2019 with all sectors facing greater regulatory scrutiny and fu...

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Superannuation

Australia could be left with as few as 25 or 30 major superannuation funds in the next decade as changes roll through the industry, not least those resulting from the Roy...

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Superannuation

Industry super funds are working together to make consolidating multiple accounts easier for members, announcing a new initiative that should save eligible members an ave...

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Superannuation

QMV principal consultant, legal and risk, Jonathan Steffanoni has called fund consolidation, regulatory scrutiny and data trends as the biggest industry issues for supera...

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Superannuation

Auto-consolidation of multiple superannuation accounts can have significant unintended consequences including denying fund members access to crucial insurance cover, acc...

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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

15 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

1 day 14 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

1 day 15 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 1 day ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 2 days ago

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

2 weeks 2 days ago