CHIEF EXECUTIVE

People & Products

The Association of Financial Advisers (AFA) has appointed leading financial services researcher Dr Rebecca Shiels to its judging panel for the Adviser of the Year Award....

Financial planning

AMP has launched a new logo following its merger with AXA Asia Pacific's Australian and New Zealand businesses....

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Financial planning

The happy days of all-expenses-paid trips and free tickets to the country's top events will end should certain Future of Financial Advice reforms relating to soft dollar ...

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Superannuation

Dealer groups that want to increase their advisers' knowledge of self-managed superannuation funds (SMSFs) can now access a streamlined SMSF association membership and ac...

Superannuation

Super and accounting bodies have applauded the Australian Securities and Investments Commission's (ASIC's) guidelines on art and collectibles in self-managed super funds....

Financial planning

Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...

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Superannuation

A trial arrangement between industry fund giant AustralianSuper and several financial planning dealer groups could lead to questions about the way advice services are str...

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Superannuation

Self-managed super fund trustees are taking advantage of new limited recourse borrowing arrangements to invest in both property and other financial assets, according to S...

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Financial planning

New Finsia head Russell Thomas has identified a renewed focus on the organisation's membership as a key priority as he starts his term as chief executive and managing dir...

Financial planning

AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...

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People & Products

The Trust Company has made a number of key appointments following its acquisition of The New Zealand Guardian Trust Company....

Editorial

With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...

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Financial planning

The Government has not gone far enough to address the unintended consequences of excess contributions....

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Financial planning

The Commonwealth Bank has reported a solid quarterly result despite subdued market conditions....

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Financial planning

Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...

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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 15 hours 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 5 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 4 days ago