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People & Products
Fabio Ferro joins Wealth Enhancers as portfolio manager....
Financial planning
The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...
Accounting
IPA upgrades its bookkeper designation to take account of BAS agents and the Tax Practitioner Board....
Financial planning
Superannuation fund legalsuper has changed asset consultants, relinquishing JANA in favour of Towers Watson....
Financial planning
With more mortgage brokers taking advantage of the growth of the self-managed superannuation fund (SMSF) space, the MFFA will soon launch a training course in SMSF lendin...
Financial planning
Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....
Funds management
ASIC has suspended LM Investment Management’s AFSL for two years as its investigation into the fund manager continues. ...
Funds management
ETF usage in model portfolios is exploding, with OneVue noticing that ETF investment on its unified managed account platform has more than tripled over the last nine mont...
People & Products
Zurich has appointed Philip Anderson as chief underwriting officer, life and investment, Australia....
People & Products
Ascalon Capital Managers has appointed Robert Lance as head of Australia. ...
Superannuation
The financial services industry is calling for a bipartisan approach to the newly announced super changes, with many raising concerns about complexity. ...
Superannuation
The Federal Government's changes to superannuation could result in a significant outflow of funds from the super system as people with high balances seek to avoid the imp...
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Financial planning
Perpetual has completed the roll-out of its enhanced portfolio wrap service within in its Perpetual Private personal advisory business....
Superannuation
Swan refuses to explain why super changes are being pushed into Budget if they are not aimed at major savings....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....