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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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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...