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...
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...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...