EXECUTIVE DIRECTOR

Financial planning

Firstfolio has launched a variable rate home loan that will track the RBA cash rate for the first three years from settlement....

Financial planning

An industry-wide increase in responsible investment practices has been led by a 50 per cent jump in responsibly invested financial adviser-managed portfolios, according t...

Life/Risk

Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...

Superannuation

The Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has appointed Peter Crump and Andrew Hamilton to its board....

People & Products

The AIOFP has appointed Lifespan Financial Planning managing director John Ardino and Maddern Financial Advisers president Dennis Maddern as directors....

Financial planning

New discussions have emerged about separately managed accounts (SMAs) and their potential for future growth, as some fund managers have allowed for coexistence between wr...

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Financial planning

In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...

Superannuation

Lonsdale Financial Group has offered extended support to accountants wishing to continue giving self-managed superannuation fund (SMSF) advice after the financial service...

Funds management

The popularity of investment products tied to equity based investing has increased with investor sentiment, but consumer demands have changed, according to Macquarie&#821...

People & Products

Audit and tax services provider, KPMG, recruited former Colonial First State Global Asset Management (CFSGAM) head of property and alternative investments James O’L...

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

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Financial planning

A record number of global institutional investors have committed to the UN-backed Principles for Responsible Investment in the past year, taking the total number of signa...

People & Products

Former head of acquisitions and succession for AXA’s Financial Advice Network, Steven Davison, has moved to Genesys Wealth Advisers to take up the newly created pos...

Financial planning

MSCI Australia has launched a competitor Australia 200 index as well as a high dividend yield index as it seeks to provide more domestic offerings....

Superannuation

US workers are increasingly worried they will not have enough money to retire and that their politicians do not understand the situation they are facing....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago