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Financial planning
AFSLs could risk breaching their compliance obligations should they choose to employ someone with a conviction or bankruptcy, and should consider the nature of the offenc...
Superannuation
Superannuation should be reviewed every five years in line with the Intergenerational Report and needs to be removed from the annual Budget cycle, the SMSF Association be...
Funds management
Fullerton’s wholly foreign-owned enterprise has been granted a private fund management licence in China....
Funds management
Centuria Capital has increased funds under management by 118 per cent to$4.2 billion during FY17....
Features
The Government has opted to go with a ‘one stop shop’ approach to financial services external dispute resolution, but there is the real prospect of higher costs being imp...
Superannuation
The number of SMSF trustees with unmet financial advice needs continues to grow in 2017, according to Vanguard/Investment Trends SMSF Reports....
Financial planning
The financial planning industry is already a profession and it does not need the community to accept it for it to be a profession, according to Fiducian’s Indy Singh. ...
Financial planning
The majority of Australians have not seen a financial adviser despite mounting concerns about their retirement as they feel it is only for the wealthy....
Financial planning
While advisers may want to switch platforms, a practice’s choice of platform relies on the relationship with the BDM....
Financial planning
While managed accounts, robo-advice, and scaled advice will be the norm by 2022, advice practices need to think about what disrupters are next, Netwealth believes....
Financial planning
The Financial Planning Association is strongly opposing a compensation scheme of last resort but wants product manufactures, research houses and others to pay if it becom...
Superannuation
A victims’ group affected by the Trio Capital fraud have alleged incompetence by ASIC in failing to hold to account criminals involved in the fraud case....
Financial planning
Industry submissions have revealed the level of self-managed superannuation fund industry concerns around the Government’s proposed changes to LRBA arrangements....
Life/Risk
CommInsure has told a Parliamentary Committee it has a clean bill of health with respect to allegations over missing or altered documents within its Medical Officers Refe...
Financial planning
Successful advice businesses are built on genuine concern for people, Mentor Education believes....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...