CHIEF EXECUTIVE

Financial planning

A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....

Financial planning

The Financial Planning Association (FPA) has renovated its Code of Professional Practice for the first time in years, bringing several of the FPA's codes and standards un...

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Financial planning

Australian Ethical is in the market for a new chief executive following the decision by incumbent Anne O'Donnell to stand down in early December....

Top 100

AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....

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Editorial

In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....

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Financial planning

The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....

Financial planning

Rewards have dropped by 6.8 per cent while fixed income growth has slowed to 2.8 per cent....

Financial planning

Clients are generally far better informed about the markets and their investments than before the onset of the global financial crisis, according to Alan Harrison, chief ...

Life/Risk

One of the traditional strongholds of financial planners, insurance sales, may be under threat, with the intra-fund advice regime giving superannuation funds the power to...

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Financial planning

Global CEO appointed to steer company through debt problems will not renew contract....

Financial planning

The industry needs to work harder at managing and explaining risk for super members, while planners must determine what clients hope to achieve through their investments....

Financial planning

The Commonwealth Bank of Australia has named the corporate regulator, along with itself and Storm Financial, as one of the key stakeholders involved in the circumstances ...

People & Products

Will be responsible for developing new institutional business and growing future prospects in Australia....

Financial planning

IFSA defends legislative requirements but says areas of financial services regime could be improved....

Financial planning

The VOA awards are designed to promote and define the value of professional advice....

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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 3 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 9 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