EXECUTIVE DIRECTOR

People & Products

ClearView Wealth has appointed Mike Pope and Elliot Singfield to the senior management team as it continues to build on its life insurance, wealth management and financia...

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Policy & Regulation

Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....

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Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

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People & Products

Henderson Global Investors has appointed Sophia Rahmani as chief operating officer of its Australian funds business....

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Financial planning

Sean Rothsey has stepped down as chairman and as a director of MDS Financial Group after more than five years in the position....

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Financial planning

Australians are prioritising their savings over mortgage repayments in 2013, according to ING DIRECT....

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Life/Risk

Life insurance and income protection could protect a family's financial interests if the worst were to occur, according to Smartline Personal Mortgage Advisors....

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Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

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Life/Risk

Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....

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Superannuation

The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...

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Financial planning

Netwealth appoints UBS GAM to manage investments....

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Funds management

As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...

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Funds management

Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...

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Financial planning

Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....

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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 3 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 1 day ago

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

3 weeks 6 days ago