DIRECTOR
Financial planning
Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...
Superannuation
Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...
Editorial
While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...
People & Products
Bendigo and Adelaide Bank managing director's term extended by two years....
Accounting
ASIC has handed a NSW-based accountant a six-year ban from providing financial services following an investigation....
Superannuation
Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...
Superannuation
Coalition Senator, David Bushby questions Heather Ridout’s place on AustralianSuper board and her position on RBA....
Editorial
A pendulum has to swing both ways before returning to a centred equilibrium. Does this mean the next few months will see calm world markets? Fidelity’s Betty Ng writes....
People & Products
AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...
Financial planning
With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Life/Risk
A Sydney insurance broker has been permanently banned from providing financial services following an investigation by the Australian Securities and Investments Commission...
Editorial
“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...
Life/Risk
FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....
Superannuation
Super funds are on track to record the best returns in five years, according to new data released by SuperRatings and Chant West....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...