CHIEF EXECUTIVE

Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

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Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

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Financial planning

The Financial Services Council (FSC) will not go ahead with its application to the Australian Competition and Consumer Commission to have its insurance churning policy ap...

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Financial planning

MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....

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Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Financial planning

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

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Financial planning

Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....

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Financial planning

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

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Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

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Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

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Financial planning

The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...

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Financial planning

Professional scepticism represents an integral ingredient for successful auditors, according to new research released by the Institute of Chartered Accountants (ICAA)....

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Financial planning

New research has found that small shareholders have been dumping ASX300 holdings since before the GFC....

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People & Products

Colonial First State Global Asset Management (CFSGAM) has bolstered its senior leadership team with three new appointments....

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Superannuation

Government needs to assess the age pension to ensure it is sustainable, according to the FSC....

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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...

4 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 ago

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

1 month 1 week ago

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

1 week 6 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. ...

1 week 1 day 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 week ago