FINSIA

People & Products

The Australian Investment Council has appointed Navleen Prasad from Macquarie Group as chief executive following a global search process to replace Yasser El-Ansary....

Financial planning

The Financial Services Institute of Australasia has proposed a co-regulatory model for the financial advice industry, akin to the United Kingdom’s financial adviser space...

Financial planning

The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...

Policy & Regulation

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

People & Products

PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term. [pandp]...

People & Products

Chris Whitehead will step down as director and chief executive of the Financial Services Institute of Australasia at the end of April and will ensure a smooth transition ...

Superannuation

The continual repetition of the phrase ‘past performance is no guarantee of future performance’ is at odds with a “blunt” superannuation performance test based entirely o...

Financial planning

Two additional financial planning electives from the Securities Institute Graduate Diploma of Applied Finance and Investment, from 1991 until 2007, have been approved by ...

People & Products

A Commonwealth Bank executive and one of the first Chartered Banker graduates in Australia has been appointed to the position....

Financial planning

The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...

Financial planning

The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...

Financial planning

Intense lobbying by financial advisers has made Federal parliamentarians aware of their problems with the Financial Adviser Standards and Ethics Authority regime but unce...

Policy & Regulation

FASEA has approved three higher education historical graduate diploma courses....

People & Products

FINSIA has launched a new suite of interconnected professional qualifications focused on risk management and cybercrime in conjunction with CISI....

Financial planning

Consumer research released by FINSIA has uncovered an imbalance of financial knowledge which is leading to a high level of vulnerability....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago