DISCLOSURE

Financial planning

Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....

Financial planning

Australian Securities and Investments Commission (ASIC) senior executive Shane Tregillis, who was closely involved with the development of ASIC policy papers in response ...

Financial planning

AMP has responded to media speculation that it has been in discussions regarding a merger with the National Australia Bank....

Financial planning

The introduction date of the Financial Services Reform Bill (FSRB) could be rescheduled despite successfully passing through the Senate yesterday after some last minute p...

Financial planning

Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...

Superannuation

Most may have not noticed it, but the government has been eroding the effectiveness of the superannuation system in the past and is likely to do so again in the next ten ...

Financial planning

The Financial Planning Association (FPA) has come out in support of the Financial Services Reform Bill (FSRB) in the wake of criticism of it by a Parliamentary Joint Stat...

Financial planning

AMP has come under fire amid claims that it was holding selective analyst briefings and will undertake a full internal review of its disclosure and briefing procedures....

Financial planning

The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...

Financial planning

The growth of investing globally is being accompanied by an increase in information, much of it overwhelming, which is the result of more stringent disclosure. According ...

Financial planning

Life insurers implementing a licence under the Financial Services Reform Bill (FSRB) will have the assistance of a specialist conglomerate team....

Financial planning

Sealcorp will begin to rebate fees to clients who have investments placed through the Asgard master trust according to Sealcorp chief executive Ian Knox....

Financial planning

In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....

Financial planning

Genetic testing is likely to remain at the forefront of issues facing the life insurance industry over the next decade. Aaron Driver reports on how the major players are ...

Financial planning

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

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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 4 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 4 weeks ago

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

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

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