DIRECTOR

Financial planning

The Supreme Court of New South Wales has further extended orders preventing the sole director of Palentia, formerly known as Kebbel, from disposing of his assets and leav...

Financial planning

Asgard Wealth Solutions has changed the name of its planned financial planning and practice management software package to AdviserNETGain, ditching the working title of T...

Financial planning

The Australian Prudential Regulation Authority has joined with its British counterpart, the Financial Services Authority, in accepting enforceable undertakings from forme...

Financial planning

Macquarie Bank has sought to use its annual general meeting to defend its remuneration strategy for senior executives....

Financial planning

The launch of a new support product will allow financial planners to compile reports for clients who are corporate super fund members in an easy and timely manner, irresp...

Financial planning

The Federal Government has released a revised version of its exposure draft of the Anti-Money Laundering and Counter Terrorism Financing Bill containing many amendments s...

Financial planning

The self-employed and business owners aged between 40 and 50 will be worse off under proposed superannuation changes, according to a superannuation expert....

Financial planning

Australia’s managed funds industry is lost on 60 per cent of one of its target investor groups, the baby boomers, mainly because of a lack of knowledge on the investor’s ...

Financial planning

The corporate watchdog has scored a win against failed property developer Westpoint, after it was given permission to question Westpoint managing director Norm Carey abou...

Financial planning

The Australian and New Zealand chartered accounting group CA Associates Australasia, which also offers financial planning services, has been re-branded and from July 1 wi...

Financial planning

Adelaide Bank has established an independent board of directors and appointed a new executive for Adelaide Managed Funds as part of an ongoing strategy to diversify the e...

Financial planning

Growth in the number of high-net-worth individuals in Australia has trumped the global average, according to a recently released global wealth report....

Financial planning

The Australian Securities and Investments Commission has been told it needs to be more specific when providing case studies of conflicts of interest....

Financial planning

Superannuation trustees will enjoy extended interim relief from product disclosure requirements after the Australian Securities and Investments Commission delayed commenc...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago