CHIEF EXECUTIVE

Editorial

Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...

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Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

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Financial planning

Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....

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Financial planning

RI Advice Group hopes a recent internal business review will provide greater support to practices and help it achieve new practice growth targets....

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Financial planning

Suncorp announces $275 million simplification push including decommissioning legacy policy systems....

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Editorial

With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...

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People & Products

Amid a restructure of the company's Australian distribution team, Treasury Group (TRG) has appointed Stephen Bramley as director, distribution based in Melbourne....

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Superannuation

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office ruling clarifying the status of borrowing arrangements around single assets....

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Financial planning

Financial advisers must better communicate the message of Australia's strong financials and get back to the business of providing quality education and understanding to c...

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Financial planning

Product providers should be responsible for funding a last resort compensation scheme, according to the SMSF Professionals' Association of Australia....

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Financial planning

Peter Daly said he was somewhat surprised and 'deeply disappointed' as he departs his role as chief executive and managing director of the Australian Financial Services G...

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Financial planning

AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....

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Financial planning

AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....

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Superannuation

AMP looks to move self-managed superannuation funds (SMSFs) beyond "cottage industry" status....

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People & Products

Victorian Funds Management Corporation chief executive Justin Arter will become country head of BlackRock Australia in September, forming an integral part of the company'...

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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 22 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