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Financial planning

ASIC should be given the power to immediately suspend financial planners who it suspects have engaged in misconduct according to Senate Committee....

People & Products

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

Accounting

Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...

Financial planning

Westpac’s business customers are the most optimistic about the Australian economy of the Big Four, the latest Roy Morgan Research Business Survey reveals....

Superannuation

The Australian Securities and Investments Commission (ASIC) released guidance for superannuation funds and their trustees on information disclosure on their websites in a...

Funds management

Managed accounts can use exchange traded products (ETP) as a building block with multiple applications, according to BetaShares....

People & Products

Mercer has appointed Alexis Cheang to the role of senior responsible investment consultant within the responsible investment team. ...

Superannuation

SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....

Editorial

While there are currently more women than men in financial services, it’s still a dim picture when it comes to gender diversity at the top. Kate Cowling investigates the ...

Financial planning

Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....

Superannuation

Women are increasingly becoming disengaged from their superannuation, placing an onus on planners to start a dialogue about the issue in client consultations, a planner b...

Financial planning

Thorn Group chairman, David Carter steps down to be replaced by Jocelyn Morton. ...

Superannuation

If increasing Australia’s superannuation savings pool is the aim of the game, introducing competition to the default funds space is a logical solution, writes Patricia Mo...

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Financial planning

Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...

Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

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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 5 days ago

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

2 weeks 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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