CHIEF EXECUTIVE

Editorial

Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....

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Financial planning

The challenges presented by an ageing population put the onus on advisers to stay up to date with the latest technical know-how, Paul Rogan writes....

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Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Financial planning

The further Senate Commmittee process initiated by the Federal Opposition will simply be another in a long list starting in 2009....

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Policy & Regulation

Finance Minister, Mathias Cormann, claims the Opposition’s efforts to create a further Senate inquiry into the planning industry is political opportunism at work....

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Funds management

The development of managed accounts will allow a boutique planning firm to replacing its wrap platforms and SMSF administration service with a managed discretionary accou...

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Policy & Regulation

The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....

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Financial planning

A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....

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Financial planning

Industry Super Australia (ISA) has been accused incorrectly blaming the banking industry’s interests for a post-Future of Financial Advice (FOFA) return to a commissions’...

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Financial planning

ASIC has acknowledged the CBA’s new compensation and review processes by reminding the banking group of its ongoing breach reporting obligations....

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Financial planning

Australian Unity-owned Big Sky Building Society appoints new CEO. ...

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Financial planning

Commbank repeats apology and outlines independent review process for impacted customers. ...

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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...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 19 hours 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. ...

2 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 14 hours ago