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PDS
Financial planning
In an effort to meet the Federal Government's short-form product disclosure statement (PDS) reforms, MLC has released simpler short-form documents for three of its leadin...
Financial planning
AMP has announced a range of upgrades to its retail and corporate superannuation products and moved contemporary super products to the short form PDS regime....
Financial planning
The Australian Securities and Investments Commission (ASIC) has updated its guidance on PDSs, including short-form PDS documentation....
Life/Risk
General insurance providers will now be able to send their product disclosure statements (PDSs) to retail clients after the quote is given, following the class order reli...
Top 100
A customer-first philosophy during product development has contributed to AIA Australia’s win in the Business Overhead Product category of Money Management's 2011 Adviser...
Financial planning
Hunter Hall Investment Management has today announced the launch of a new mobile website following what it regards as the success of its new master website - something th...
Financial planning
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
Financial planning
The Australian Securities and Investments Commission (ASIC) has released a class order to extend the transition period for the new shorter Product Disclosure Statement (P...
Financial planning
Providers of superannuation products and simple managed investment schemes will have just over a year to adapt to new Product Disclosure Statement (PDS) requirements, und...
Financial planning
The Australian Securities and Investments Commission (ASIC) has reminded superannuation trustees of changes to disclosure requirements regarding fund mergers....
Financial planning
Amendments to the National Consumer Credit Protection Act 2009 will give effect to some of the reforms announced as part of the Government’s Fairer, Simpler Banking...
Funds management
The popularity of hedge funds seems to have drawn the attention of the Australian Securities and Investments Commission (ASIC), which is seeking to provide further disclo...
Financial planning
Portfolio administrator Praemium is launching a new virtual wrap product that is aimed at assisting planners transitioning from commission-based remuneration to fees for ...
Editorial
Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...
Editorial
Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....
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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...