NEIL MACDONALD

Financial planning

The decision by AMP to pay $100 million in settlement to members of the Buyer of Last Resort class action has been welcomed as providing closure, but one adviser told Mon...

Financial planning

The Advisers Association has expressed disappointment at AMP’s decision to appeal the BOLR verdict while AMP’s Matt Lawler says he hopes mediation will reach “an outcome ...

Financial planning

The changes brought in to adjust the BOLR policy were ‘simple’ and did not require extended consultation beyond a few days, according to a senior AMPFP executive....

Financial planning

The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....

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Financial planning

The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...

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Financial planning

The Advisers Association says the Australian Law Reform Commission needs to “tread carefully” with simplifying the Corporations Act and continue to conduct wide-ranging c...

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Financial planning

There is too much emphasis placed on financial products which does not adequately reflect the role of a financial adviser, according to The Advisers Association. ...

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Expert Analysis

There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...

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Financial planning

Simplifying advice costs and tackling the difference between ‘advice’ and ‘general information’ are steps that will be a “giant leap forward” for the advice industry, acc...

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Financial planning

The ‘big end of town’ which caused the regulatory burden should be forced to pay their share of levy costs, according to The Advisers Association, even if they have left ...

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Expert Analysis

As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdona...

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People & Products

Neil Macdonald has been appointed to the newly-created role as head of the asset managers segment in Asia Pacific for State Street Corporation....

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Financial planning

The Advisers Association is calling for the big banks who have exited wealth management to be charged a per-adviser exit tax to help defray the costs of the ASIC levy....

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Financial planning

The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....

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Financial planning

The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

1 day 10 hours ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

1 day 10 hours ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

1 day 16 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 1 day ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 4 days ago

ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....

1 week 4 days ago