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Expert Analysis
Customer data has a chequered history of misuse, inaccuracies and poor oversight, but in a post-Hayne world, managing and protecting customer data is more important than ...
Features
Customers’ needs are at the heart of the innovation in life and total and permanent disability insurance that last year’s Women in Financial Services Life Executive of th...
Outsider
Outsider feels sure that financial advisers were delighted to read that Scott Pape, “Australia’s most trusted independent finance expert”, had produced an updated version...
Outsider
Outsider wishes Linda Elkins well as she moves from her role as executive general manager at Colonial First State (CFS) to her new gig as National Sector Leader for Asset...
Outsider
In one of the most-publicised gaffes before the Royal Commission, the former Colonial First State executive, Linda Elkins, agreed with counsel that the Commonwealth Bank ...
Life/Risk
Freedom Insurance Group has announced a belated $33.4 million loss to the Australian Securities Exchange while confirming the exit of its chief executive and the involvem...
Superannuation
Industry superannuation funds have been confirmed as the winners from the Royal Commission with new research suggesting AMP Limited has been particularly adversely affect...
Policy & Regulation
The SMSF Association has backed giving the Tax Practitioners Board more disciplinary powers, arguing tax practitioners should not be sheltered from change or greater scru...
Financial planning
Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....
Financial planning
The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the documentation surrounding the CountPlus acquisition of Count Financ...
Features
Paragem’s Nathan Jacobsen argues that financial advice practices impacted by factors such as the new Financial Adviser Standards and Ethics Authority regime and the conse...
Funds management
The impending Royal Commission changes are impacting not just financial firms but individual funds as WaveStone Capital said its holding in Link Administration detracted ...
Superannuation
AMP has lost one of its largest corporate superannuation mandates, that of Australia Post Superannaution, to AustralianSuper....
Financial planning
Financial planning business broker, Paul Tynan, is pointing to Malaysia as being an option for Australian financial planners who are not keen to battle their way through ...
Financial planning
The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...
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MARKET INSIGHTS
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...