EXECUTIVE DIRECTOR

Financial planning

More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...

Financial planning

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

Financial planning

Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....

Financial planning

Bravura Solutions recruits Minter Ellison’s Martin Deda as new CFO....

Financial planning

The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....

Financial planning

Almost half of Australians worry they won’t be able to uphold their current way of living due to growing cost pressures, a survey has revealed. ...

Superannuation

A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....

Superannuation

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

Policy & Regulation

AIOFP has called on the Federal Government to reintroduce an ownership disclosure regime and for the equal prosecution of executives who have overseen poor advice....

Financial planning

Yellow Brick Road moved to acquire non-bank mortgage manager Resi, partly thanks to a recent capital raising arrangement. ...

Financial planning

The Financial Planning Association’s (FPA) response to the Commonwealth Bank financial planning fallout has elicited a scathing retort from the Association of Independent...

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

Superannuation

Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....

Financial planning

The financial services sector is dragging its feet when it comes to online business transactions, the Australian Bureau of Statistics (ABS) said....

Superannuation

Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...

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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 2 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....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

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

1 week 1 day ago
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