CHIEF EXECUTIVE

Financial planning

A study commissioned by the Australian Institute of Superannuation Trustees has emphasised the damaging effect that taking a career break has on women's superannuation ba...

image
Financial planning

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

image
Financial planning

The Financial Planning Association grows its social media presence amid legislative change....

image
Policy & Regulation

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

image
Financial planning

The FPA has been granted the status of recognised tax agent association by the Tax Practitioners Board, which acknowledged the FPA's code of conduct meets its requirement...

image
Financial planning

Darren Pettiona has resigned as chief executive of Investorfirst in order to focus on the HUB24 investment platform, the company board has announced....

image
Editorial

A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...

image
Editorial

Amid the furore over a document purporting to be an agreement between the Financial Planning Association and the Industry Super Network, Money Management's Mike Taylor pu...

image
Financial planning

Tyndall Asset Management managing director Craig Hobart has resigned his position, to be replaced by Mike Davis....

image
Financial planning

The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...

image
Financial planning

Mortgage aggregator Vow Financial has added four non-major bank lenders to its lending panel in a move it claims is indicative of a trend away from the big four banks....

image
Financial planning

Financial Services Partners has launched a new initiative which it says is aimed at enhancing engagement with existing financial advisers at the same time as attracting n...

image
Policy & Regulation

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

image
Financial planning

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

image
Financial planning

Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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...

4 days 16 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. ...

4 weeks 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 3 days ago