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....

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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....

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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...

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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...

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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...

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Financial planning

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

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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...

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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...

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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....

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People & Products

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

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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...

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Superannuation

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

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People & Products

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

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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...

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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?...

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 2 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