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Financial planning
A third of all women in finance prefer a male boss, while only 14 per cent make it to senior manager positions....
Financial planning
Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....
Financial planning
ASIC banned former Provident Capital MD from managing corporations for five years and providing financial services for seven years....
Accounting
A Gold Coast accountant will serve an eight month sentence by way of an intensive correction order, after pleading guilty to misleading ASIC....
Financial planning
Chronican departure sees Mark Whelan elevated to ANZ CEO role reporting to Group CEO, Mike Smith....
Superannuation
There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....
Superannuation
Investors and advisers are incorrectly adopting a short-term investment skew when it comes to self-managed super funds, with a platform-driven gearing towards liquid asse...
People & Products
Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...
Life/Risk
Australia’s life insurance sector has been put on notice that its current model is unsustainable and handed a reform ultimatum by regulators. But what will this mean for ...
Superannuation
Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....
Financial planning
Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....
Financial planning
Accountant, Mervyn Ross Tarrant, has failed to have a seven-year ban from providing financial services overturned by the Federal Court of Australia....
Superannuation
Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...
People & Products
Prominent industry funds figure and former Reserve Bank of Australia governor Bernie Fraser is stepping down as Chairman of industry-funds owned ME Bank....
Financial planning
Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...