CHIEF EXECUTIVE

Financial planning

Quadrant chief executive Wayne Davy said using lifecycle products as MySuper products would not be a "one-size-fits-all" panacea when what members really needed was scale...

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People & Products

Ahead of its plans to expand the group's presence in the high net worth (HNW) client space, Fitzpatricks Private Wealth has appointed Chris Cuffe and John McMurdo to its ...

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People & Products

Former Commonwealth Bank executive general manager David Hancock has signed on with Firstfolio as its new chief executive....

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Financial planning

A significant majority of investors believe markets are in for a prolonged period of market turbulence, according to new research commissioned by Principal Global Investo...

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Superannuation

AMP is moving to acquire Cavendish Group and will set up a new self-managed super fund business unit that will be led by Paul Sainsbury....

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Superannuation

The SMSF Professionals' Association of Australia (SPAA) has hit back at calls for self-managed super funds to pay more towards the SuperStream levy....

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Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

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Financial planning

The announcement of further cost reduction strategies by Perpetual chief executive Geoff Lloyd signals a renewed focus on funds securitisation and wealth management for t...

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Financial planning

Perpetual announces cost reduction strategy including sale of its mortgage processing business....

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Accounting

Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...

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Financial planning

FPA chairman Matthew Rowe accuses some sections of the trade media of "clear bias" against Financial Planning Association members....

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Policy & Regulation

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

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Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

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People & Products

Former AFS Group chief executive Pater Daly has joined one-stop-shop wealth management group Yellow Brick Road to aid its bid to recruit additional financial planning pra...

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Financial planning

After decades being called the Officers' Superannuation Fund, the Commonwealth Bank's corporate superannuation scheme has rebranded to Commonwealth Bank Group Super....

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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 1 week ago

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

1 month 2 weeks ago

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

1 month 3 weeks 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...

3 days 11 hours ago

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

3 weeks 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. ...

3 weeks 2 days ago