CHIEF EXECUTIVE OFFICER

Editorial

Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...

image
People & Products

Listed financial services company promotes senior executive amid board reshuffle...

image

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

image
Editorial

AMP’s Craig Meller argues financial services institutions need to keep changing with their customers if they want to stay attractive. ...

image
Top 100

OnePath has once again excelled in the term and TPD rider category in the Money Management/DEXX&R Adviser Risk Choice Awards, with TAL’s Accelerated Protection and Macqua...

image
Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

image
Financial planning

The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....

image
Financial planning

It is no secret that National Australia Bank is making a number of staff cuts across its business lines, but there are claims the timing could result in an unfair outcome...

image
Financial planning

The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...

image
Life/Risk

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

image
People & Products

BT Financial Group CEO Brad Cooper has been appointed co-deputy chair of the Financial Services Council....

image
Financial planning

Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....

image
Editorial

Yellow Brick Road’s wealth management division has posted a huge jump in revenue, although the group’s overall result was a loss of $6.6 million....

image
Superannuation

Member direct investment options are one of the largest challenges confronting Australia's superannuation industry, according to IQ Group chief Graham Sammells. ...

image
Financial planning

Perth-based advisory group under pressure from $1.7 million court case...

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 3 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