CHIEF EXECUTIVE OFFICER

Superannuation

SPAA has cautioned against any over-reaction following the release of the ASIC report into professional advice in the self-managed super fund sector....

image
Financial planning

PIS CEO Pete Walther is stepping down after 18 months with the company....

image
Superannuation

Depoliticising super is a step in the right direction, according to SPAA CEO Andrea Slattery....

image
Editorial

While significant progress has been made in achieving gender equality within the financial services industry, Milana Pokrajac and Bela Moore find there is still a long wa...

image
Editorial

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

image
Superannuation

ASFA is using International Women’s Day to call on employers to help women take control of their super....

image
People & Products

Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....

image
Financial planning

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

image
Funds management

The Australian funds management industry is the fourth largest in the world and has reached its $2 trillion milestone at the end of last year....

image
People & Products

Wealth management group Centric Wealth has increased its focus on regional and interstate growth by adding two former Perpetual planners to its Canberra team....

image
People & Products

Clive Levinthal has left ClearView for a CEO position at Experien Insurance Services. ...

image
Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

image
Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

image
Financial planning

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

image
Financial planning

Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago