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Financial planning

Financial services licensees should make it a point to highlight their conflicts of interests with life insurance companies to clients....

Financial planning

The FSI’s call for clarity on potential vertical integration conflicts could see moves towards parent-company transparency in the aligned advice space, Synchron director ...

Funds management

Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...

Superannuation

More than three quarters of retirees over 55 currently receive some sort of government benefit despite an increase of those with superannuation....

Financial planning

ASIC has permanently banned former Victorian finance broker, Rudy Noel Frugtniet, from engaging in credit activities....

Superannuation

People who have spent long periods out of the workforce should be able to access special catch-up superannuation contribution caps....

Financial planning

AMP is offering grants of up to a million a year to Australians who are looking to make a mark of society, but lack the financial backing. ...

Financial planning

ASIC has secured an interim order preventing Vault Market Pty Ltd and its director, MD Anamul Amin, from carrying on a financial services business without an Australian F...

Superannuation

Boutique ethical investment fund Christian Super has announced it will merge with super provider for churches Australian Christian Super....

People & Products

Frontier Advisors chairman Geoff Ashton has stepped down as both chairman and independent director after seven years on the board....

Financial planning

Independent planning group Premium Wealth Management has hired former IOOF-aligned manager Justin Viney to lead its network’s development. ...

Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

Financial planning

Advisers who left independently-owned licensees in tougher financial times are expected flock back in the name of “unbiased” advice. ...

Superannuation

The latest data by Chant West showed double digit returns for super fund members of around 13 per cent to 30 June....

Financial planning

Melinda Howes has been lured away from AMP to become General Manager of Super at BTFG....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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