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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
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