CHIEF EXECUTIVE

Financial planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

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Financial planning

Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....

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Financial planning

Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...

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Financial planning

Appointments will focus on providing more support to advisers....

Funds management

In the wake of the collapse of the property sector, significant value can be gained by looking for the right mix of undervalued properties....

Financial planning

A member of the Ripoll Inquiry expresses concern that Commonwealth Bank CEO Ralph Norris will not be personally fronting committee hearings in Sydney this Friday....

People & Products

ING Real Estate Investment Management announces key senior executive and board changes....

Financial planning

The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....

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Financial planning

FPA chief executive Jo-Anne Bloch tells Parliamentary Inquiry it must not focus on just certain groups....

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Financial planning

Recovering markets assist ANZ but struggling NZ continues to act as a drag....

Financial planning

The sons of the principal of a Melbourne advice firm currently under receivership have started up another firm under the licence of dealer group Australian Financial Serv...

Financial planning

IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...

Financial planning

Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...

People & Products

Professional Investment Services has appointed the final member of its new-look management team, with Kelly Wyman joining as group general manager, services....

Financial planning

The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...

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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....

2 months 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 5 days ago

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

5 days 2 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago