CHIEF EXECUTIVE

Financial planning

The Commonwealth Bank's annual results have revealed the degree to which its wealth management division has been struggling in tough markets....

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Superannuation

Self-managed super fund (SMSF) trustees should not be forced to do a full valuation on direct property holdings every year, according to the Self-Managed Super Fund Profe...

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Financial planning

NAB reports solid cash earnings amid uncertainty....

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Financial planning

New CEO for Praemium after founder, Arthur Naoumidis, stands aside....

Financial planning

Some segments of the industry say the Financial Services Council’s (FSC) stance to proactively reduce the practice of insurance policy churning by advisers will not...

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Financial planning

Industry united in sending a single message to the Government on financial services – end the uncertainty....

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Financial planning

Financial Planning Association chief executive Mark Rantall has labelled recent Industry Super Network research 'unrealistic' and 'manipulative', while ClearView and AMP ...

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Policy & Regulation

The Federal Treasury has admitted it has not done a complex international comparison of the Government's proposed Future of Financial Advice (FOFA) changes and experience...

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Financial planning

Product manufacturers should be prepared to play a role in weeding out the bad apples who give the financial planning industry a bad name, according to the chief executiv...

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Financial planning

Both the Financial Services Council and the Federal Opposition have sent the Government a clear message that they will not accept any delay in referring the status of def...

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Policy & Regulation

Financial planning dealer groups will need to embrace technology driven advice models in the new post Future of Financial Advice (FOFA) world, according to the ANZ Wealth...

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Financial planning

Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...

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Financial planning

The Financial Services Council (FSC) has moved to reduce churn in the life insurance industry via a uniform approach to commissions....

Superannuation

The financial planning industry organisation has welcomed a signal from the Assistant Treasurer and Minister for Financial Services, Bill Shorten, that the Federal Govern...

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Financial planning

The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 3 days ago