FINANCIAL SERVICES INDUSTRY
Financial planning
Former Trio director Keith Finkelde has entered into an enforceable undertaking with APRA that will see him barred from acting as the trustee of an APRA-regulated super e...
Editorial
The Government’s Stronger Super policy package is positioned to deliver on MySuper and the other Cooper Review reforms but, as Mike Taylor reports, there remains consider...
Financial planning
The ACCC has called for submissions on the Commonwealth Bank's acquisition of Count Financial....
Financial planning
Amid suggestions of unintended consequences, Assistant Treasurer Bill Shorten promises amendment mechanisms but only after bills have been tabled in the Parliament....
Superannuation
New research has reinforced the need for renewed focus on the post-retirement phase....
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Policy & Regulation
The Federal Opposition has accused Assistant Treasurer Bill Shorten of allowing his industry fund affiliations to distort the FOFA legislation....
Financial planning
The FPA has called for a ban on industry funds accessing MySuper and default fund balances to fund television advertising campaigns....
People & Products
The Australian Stock Exchange has employed Elmer Funke Kupper as its new managing director and chief executive officer, who is expected to commence his new role in Octobe...
Editorial
The financial services industry has celebrated the 20th anniversary of the Superannuation Guarantee and, as Mike Taylor reports, the industry funds have more to celebrate...
Financial planning
The Australian Securities and Investments Commission (ASIC) has entered into enforceable undertakings (EUs) with the remaining two former directors of Trio Capital, Keith...
People & Products
Bank veteran Stuart Grimshaw will join Bank of Queensland (BOQ) as its new managing director and chief executive officer, following the recent resignation of David Liddy....
Financial planning
A former Dover Financial Advisers representative will spend three years out of the industry due to several concerns over advice he provided....
Superannuation
It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...
Editorial
Assistant Treasurer, Bill Shorten, has pointedly excluded the Association of Financial Advisers from those who convinced the Government to concede ground on risk commissi...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...