CHIEF EXECUTIVE

Policy & Regulation

Mid-tier dealer groups will have to go beyond simply launching badged platforms, which are not necessarily the Future of Financial Advice (FOFA) panacea some were hoping ...

image
Financial planning

The Financial Planning Association (FPA) has reassured its members that its proposed strategic plan will address member discontent with several aspects of the FPA’s polic...

Funds management

Westpac leverages its St George assets in Victoria to launch a new brand – Bank of Melbourne....

Financial planning

Count Financial has been forced to move the venue for its annual conference from Christchurch to Auckland following the devastating earthquake in Christchurch....

Financial planning

Australia’s housing market remains susceptible to ‘black swan’ events such as major overseas conflicts, a potential market collapse in China or natural disasters like the...

Financial planning

AFS principal Peter Daly says he’s frustrated about how long it is taking for the group to be acquired....

image
People & Products

Zurich Australia will restructure to more closely resemble its global parent, with CEO David Smith to depart once the process is complete....

image
Financial planning

Colonial First State makes sure the Government is fully aware of its low-fee changes to FirstChoice....

image
Financial planning

CFS has revamped its FirstChoice Wholesale platform to offer fees lower than industry funds....

People & Products

AMP Limited has announced where AXA executives will fit in the new combined structure....

image
Superannuation

In light of the 100th Anniversary of International Women’s Day, the Association of Superannuation Funds of Australia (ASFA) has encouraged women to get more involved with...

Financial planning

A Victorian planner has queried the new cost structures surrounding the restructured professional FPA....

image
Financial planning

While lifting the superannuation guarantee is critical to improving the retirement of all Australians, it is particularly important for women, according to an open letter...

Superannuation

While the debate about the increase of super concessional contributions caps for over 50s continues, it pays to remember that untaxed schemes will not be affected....

Editorial

Mike Taylor writes that the recent Industry Super Network-commissioned surveys about opt-in only serve to distract attention from the reality of the changes: they will in...

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 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