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FINANCIAL SERVICES INDUSTRY
Financial planning
The financial services industry has given the Federal Government’s response to the Henry Review of Taxation a mixed welcome, with most welcoming the proposed changes to s...
Financial planning
Industry veterans Julie Rigoni and Peter Dawson have announced the launch of two offshore programs as part of The Freshwater Partnership’s offering to the Australian fina...
Superannuation
Accounting industry bodies aren't concerned about losing their SMSF advice exemption as long as new regulations are both flexible and in the best interests of clients....
Financial planning
Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...
Financial planning
NAB is considering its options in the wake of the ACCC's decision to block its bid for AXA Asia Pacific - but none of them are simple or easy....
People & Products
WB Financial has appointed David Keys as its new chief executive officer....
Financial planning
Clearview Retirement Solutions has been acquired as part of a deal between BUPA Australian and MMC Contrarian, but BUPA maintains a stake in its performance due to a 10-y...
Financial planning
So called 'unaligned' boutique advisory groups claiming the high ground on independence is a furphy that ignores not only the facts but also places serious risk on invest...
Financial planning
The Australian Bankers' Association has warned of the consequences of too much focus being placed on superannuation in the provision of financial advice....
Financial planning
SELECT Asset Management has launched its Customised Portfolio Solutions with a view to putting investors' interests first and addressing what it considers to be structura...
Editorial
Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....
People & Products
AMP Capital Investors has named Boe Pahari as the new head of infrastructure Asia Pacific....
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Financial planning
A supportive work environment is the top priority for job seekers in the financial services industry, according to a new survey....
Financial planning
The Australian Securities and Investments Commission is highly unlikely to complete its promised return to shadow shopping in the financial planning industry in the curre...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...