GLOBAL FINANCIAL CRISIS

Financial planning

New KPMG research reveals the degree to which Australia’s major banks have shone through the global financial crisis....

Financial planning

BT Financial Group has called on the Cooper Review to make super portability an easier exercise for consumers....

Editorial

Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....

Editorial

As corporate and scheme failures continue the merits of engaging an independent responsible entity to avoid both actual and perceived conflicts is being revisited....

Financial planning

APRA has warned Australian financial institutions that they cannot claim immunity from further regulation in the wake of the global financial crisis....

Financial planning

Small advice firms and dealer groups actively targeting private wealth and investment bank advisers affected by restructuring programs....

Financial planning

Active managers may be among the first to feel the squeeze as financial planners look to reduce costs to their clients without squeezing their own margins, according to n...

Financial planning

Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...

Financial planning

NAB may have reported a significant profit decline but it continues to grow its wealth management business....

Financial planning

Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...

Superannuation

The global financial crisis has highlighted weaknesses in the governance of APRA-regulated superannuation funds, particularly with respect to illiquid assets, according t...

Financial planning

AXA reports gloomy bottom line for nine months to 30 September, despite more robust data over past two quarters....

Financial planning

Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....

Financial planning

Australia's two major superannuation industry organisations support concept of a single legislative base for superannuation....

Financial planning

The ATO has pointed to the number of stressed employers falling down on their super and withholding tax obligations....

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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 3 weeks ago

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

2 months 3 weeks 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 4 weeks ago

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

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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