CHIEF EXECUTIVE

Financial planning

The Government has seriously misread the major issues relating to financial advice, according to the chief executive of the Association of Financial Advisers (AFA), Richa...

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Life/Risk

The Federal Opposition is reserving judgement on the Cooper Review recommendation to ban insurance commissions while the financial planning sector battles it out with the...

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Financial planning

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

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Financial planning

New APRA research has identified a wide disparity between the fees being paid by retail funds and not-for-profits for very similar services....

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Financial planning

LGS Super has formed an in-principle agreement with EISS to offload its 50 per cent stake in FuturePlus Financial Services, subject to final due diligence....

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Financial planning

HFA Asset Management becomes Certitude Global Investments and looks to expand its offering and client base....

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Superannuation

The demand for specialist self-managed super fund (SMSF) accreditation has jumped dramatically in light of the Future of Financial Advice and Cooper Review reform recomme...

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People & Products

Former Ernst & Young partner Dr. Jules Gribble has been appointed as senior adviser, policy strategy, at the Association of Superannuation Funds of Australia (ASFA), and ...

Financial planning

The founders of Sonray Capital Markets have been grounded while investigations into the advice firm's collapse continue....

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Financial planning

The founder and chief executive of the India Equities Fund, John Pereira, has exited the company as part of its wind down....

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Financial planning

Portfolio administrator Praemium is launching a new virtual wrap product that is aimed at assisting planners transitioning from commission-based remuneration to fees for ...

Financial planning

The Coalition’s proposal to extend protections against unfair contract terms to small businesses may be counterproductive, according to the Australian Bankers’ Associatio...

Financial planning

Investor confidence in the ability of the Australian economy to withstand world pressures has been eroded....

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People & Products

Suncorp has announced the appointment of Amanda Revis as group executive for human resources. Revis will be responsible for the delivery of the employee components of the...

Financial planning

Cromwell Group's financiers have failed to see the value in acquiring Orchard Funds Management....

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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 3 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...

1 week 2 days 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. ...

4 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 days 17 hours ago