DIRECTOR

Financial planning

A third of all women in finance prefer a male boss, while only 14 per cent make it to senior manager positions....

image
Financial planning

Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....

image
Financial planning

ASIC banned former Provident Capital MD from managing corporations for five years and providing financial services for seven years....

image
Accounting

A Gold Coast accountant will serve an eight month sentence by way of an intensive correction order, after pleading guilty to misleading ASIC....

image
Financial planning

Chronican departure sees Mark Whelan elevated to ANZ CEO role reporting to Group CEO, Mike Smith....

image
Superannuation

There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....

image
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...

image
People & Products

Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...

image
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 ...

image
Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

image
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....

image
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....

image
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...

image
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....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 18 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago