"FINANCIAL PLANNING"

Policy & Regulation

ClearView Wealth claims the FSC cannot be trusted to deliver on open insurance APLs because it is dominated by large vertically-integrated institutions....

image
News

The founder and managing director of Omega Global Investors and former Vanguard executive, George Vassos, has died....

image
Policy & Regulation

The Government has introduced legislation which will restrict the use of client monies by licensees....

image
Financial planning

The Australian Stockbrokers Association has renamed itself the Stockbrokers and Financial Advisers Association and sought endorsement as a code monitoring body under the ...

image
Life/Risk

The Association of Financial Advisers has upped the ante on the Life Insurance Code of Practice urging a Parlimentary Committee to demand more of the life insurers....

image
Superannuation

The Treasurer Scott Morrison has promised no more super tax tinkering as the timing of the Government's changes has opened up a seven month window of opportunity on non-c...

image
Policy & Regulation

Australian Securities and Investments Commission chairman, Greg Medcraft, has pointed to fintech developments allowing consumers to bypass intermediaries such as advisers...

image
Editorial

There have long been accusations that industry funds have been the beneficiaries of generous rebate arrangements from group insurers and both the Productivity Commission ...

image
Policy & Regulation

Westpac has emerged as the latest major bank to reveal the manner in which regulatory and compliance costs are dragging on its wealth management businesses....

image
Financial planning

Paul Barrett’s AZ Next Generation Advisory has made 18 acquisitions in 18 months entering into a transaction with Perth’s On-Track Financial Solutions....

image
Life/Risk

ANZ has flagged the sale of its Australian life insurance, advice and superannuation investments business in Australia....

image
Superannuation

The Productivity Commission has been urged to be aware of the vested interests at work in the superannuation debate and to get rid of the industrial-political intrigue....

image
Life/Risk

The removal of industrial relations constraints will allow the MySuper regime to blossom, according to the Workplace Super Specialists....

image
Life/Risk

AMP Limited has taken radical action to address deteriorating results within its insurance business, initiating a reinsurance deal with MunichRe....

image
Financial planning

The Commonwealth Bank has reinforced the fact that it has self-reported the problems around advice clients being billed for advice they did not receive amid the high-prof...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago