CHIEF EXECUTIVE

Financial planning

The National Institute of Accountants' name change to the Institute of Public Accountants (IPA) was aimed at gaining members recognition for their qualifications, and has...

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Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

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Financial planning

The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...

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Financial planning

Some planners and certainly some industry funds support ASIC's view on the use of asset-based fees....

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Financial planning

Intra-fund advice should be included in the opt-in debate due to a lack of transparency regarding the way industry super funds finance it, according to Association of Fin...

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People & Products

In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....

Financial planning

Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....

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Financial planning

Lonsdale wants to help its planners articulate the real meaning of the value of advice....

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Accounting

National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....

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Financial planning

The Government has launched a website dedicated to helping consumers better understand and manage their finances....

Financial planning

National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....

Financial planning

Trust Company Limited is looking to become the region's pre-eminent independent trustee....

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Financial planning

Over Fifty Group has changed its name to Centuria Capital to more accurately reflect its business model as a diversified funds manager....

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Financial planning

A new survey has revealed that financial services bosses are better regarded than most - but not by much....

Financial planning

ASFA wants the Government to extend capital gains tax relief for fund mergers to protect members' interests....

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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 3 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....

1 week 2 days ago

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

2 weeks ago

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

2 weeks 5 days ago