EXECUTIVE DIRECTOR

Financial planning

ING Direct has announced changes to its distribution model which will see the bank's financial advice and broking divisions merge....

Financial planning

The Federal Government has backed the success of its small business clearing house as it passed half a billion dollars in superannuation payments....

Financial planning

Swiss-based investment manager Vontobel Asset Management announced this week that it had passed a milestone in Australia with assets under management exceeding $1 billion...

Superannuation

Sunsuper appears to have filled a gap left by the Federal Government's small business super contributions clearing house with an online employer portal that has attracted...

Financial planning

netwealth has launched an international securities offering which it says will provide access to certain securities listed on 10 approved global exchanges via the netweal...

Financial planning

Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....

Financial planning

Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...

Superannuation

SMSFs that receive zero interest loans from a fund member may need to unwind the arrangement or deal with the impacts of changing legislation, according to Macquarie Bank...

Financial planning

Privately owned platform provider netwealth has struck a deal with major insurer TAL to add the TAL Accelerated Protection product to its LifeWRAP facility....

People & Products

Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....

Superannuation

As SMSFs continue to gain momentum, service provider affiliation is becoming increasingly important to both professional advisers and their clients, according to John McI...

Superannuation

SMSF specialists will have the opportunity to hear key speakers and themes at the Institute of Chartered Accountants Australia National SMSF Conference....

People & Products

Former Count Financial managing director Andrew Gale has joined specialist corporate advisers Chase Corporate Advisory as executive director....

Funds management

Investors need to focus on the income derived from property investment rather than rely on capital growth to temper negative gearing, says Smartline Personal Mortgage Adv...

Superannuation

David Shirlow explains why increasing the total tax rate to 30 per cent would not, on its own, cause a widespread shift from voluntary super savings to negative gearing o...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago