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Superannuation

Nearly two out of three mid-sized private business owners do not have a handle on their own personal financial situation, an accounting firm said....

Financial planning

Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....

Financial planning

AXAIM launches ESG SmartBeta Strategy. ...

Financial planning

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

Financial planning

Federal Budget uncertainty impacts business confidence but finance and insurance sector remains most confident....

Life/Risk

Advisers’ culture-driven reluctance to sell is contributing to the dearth of the life insurance industry as we know it, according to Synchron’s Don Trapnell. ...

Financial planning

The founder and director of the responsible entity for two MISs which were wound up owing around $200 million is fined $10,000 for failing to assist the liquidators....

Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

Financial planning

The chair of Mariner Corporation has resigned only days after its chief executive officer did the same....

Financial planning

Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...

People & Products

Investment advisory firm Frontier Advisors has announced appointments and internal promotions in different areas of the firm....

Funds management

Regulatory changes to the Corporations Act intended to drive up the retail corporate bond market will not make a huge difference, according to industry insiders....

Financial planning

A financial services benchmarking group has launched an invitation only adviser register and created a benchmark to measure the quality of advice and value proposition of...

Superannuation

Chant West data showed super funds saw positive growth in July, with the median growth fund (61-80 per cent growth assets) producing 1.2 per cent...

Funds management

A Victorian property developer who defrauded investors has been sentenced to five years and three months in jail, following an investigation by ASIC....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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