EXECUTIVE DIRECTOR

Financial planning

The Australasian Consumer Taskforce, comprising 18 agencies across Australia and New Zealand, has launched a four-week campaign to help consumers avoid losing money as a ...

Financial planning

INGhas signed Xplan to enhance its online financial planning business support tool, Adviser Advantage, to add features that will allow advisers to more easily provide a s...

Financial planning

An illegal scheme that promised investors returns of up to 8 per cent per week has been rated by the corporate regulator as the most outrageous financial proposition offe...

Financial planning

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

Financial planning

ING has made a three-pronged improvement to its OneAnswer platform through the addition 16 funds, a reduction in fees charged and an enhancement of the product’s online c...

Financial planning

The outgoing chief executive of the Financial Planning Association, Kerrie Kelly, has described her move to the Insurance Council of Australia as a “straight career decis...

Financial planning

Instances of the mis-selling of superannuation products have prompted Shadow Financial Services Minister Senator Nick Sherry to call for simplification of the super choic...

Editorial

Abstract Goes Here...

Financial planning

A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...

Financial planning

ASIC has released a calculator for consumers to compare allocated pension products, and Chant West and SuperRatings expect to follow suit by developing extensions to thei...

Funds management

St George-owned pooled development fund Ascalon Capital Managers has added Fortuna Funds Management to its stable of boutique funds managers, agreeing to purchase an equi...

Financial planning

The corporate regulator has announced a crack down on super advisers who recommend employers take employee funds out of corporate super and place them into commercial mas...

Financial planning

Four large industry superannuation funds have been reprimanded by the corporate regulator for not clearly outlining how much insurance cover clients will lose if they lea...

Financial planning

The first separately managed account for wraps has been launched by Direct Portfolio Services, and the company is currently in discussions with a number of platforms abou...

Financial planning

A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 1 week ago

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

5 months 2 weeks ago

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

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago