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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...

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