DIRECTOR

Financial planning

Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...

Financial planning

AIST argues APRA should be flexible with respect to non-directors heading up key committees....

People & Products

With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....

Life/Risk

Funeral insurance could be the most expensive way to manage funeral costs, and ASIC is urging investors to consider all the alternatives....

Superannuation

Jennifer Brookhouse outlines the potential complications related to the new SMSF trustee remuneration rules....

Financial planning

Despite 'announcements to the contrary', official statistics show the finance sector is 'growing rapidly and employing more people', according to Deloitte Access Economic...

Financial planning

A former director of a purported investment company has pleaded guilty to three criminal charges following an Australian Securities and Investments Commission investigati...

Financial planning

Russell Investments director for client investment strategies Scott Fletcher says emotional investing is leading to clients abandoning long-term strategies for wealth cre...

Superannuation

SMSF contributions jumped almost $7,000 on average in the 2011/12 financial year, which also saw a shift away from equities to cash and term deposits....

Funds management

AMP Capital has been selected to manage a global listed real estate mandate for China's National Council for Social Security Fund....

Financial planning

With the ASX considering the final look of its new listed managed fund service, questions remain over whether Aqua II will attract wholesale fund managers to make the lea...

Financial planning

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

Financial planning

An adviser specialising in self-managed super funds has pleaded guilty to taking $250,000 from his clients by deception and making a false statement to ASIC....

Superannuation

Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....

Editorial

FIIG's Dr Stephen Nash argues that inflation-linked bonds offer more than protection from inflation....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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