COMPLIANCE

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...

Financial planning

Russell Investment Management has added Turner Investment Partners to its Gateway International Shares fund. Frank Russell says the move is to give the fund exposure to l...

Financial planning

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

In an episode of the cult television cartoon, The Simpsons, mother Marge buys into a pretzel cart franchise for $500....

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) needs to in-crease its membership to a least 1,600, if it is to become a truly effective, independent bod...

Financial planning

Awareness of the Internet is now widespread throughout the financial services industry as is the volume of information which comes with the new medium....

Superannuation

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

Despite the growing professionalism of the financial planning community, advisers are continuing to fall foul of the law. Samantha Walker investigates the fall from grace...

Financial planning

Solutions 2000 Program...

Financial planning

Most dealers make every effort to comply with both the spirit and the requirements of the law. The smartest ones seek to use their compliance behaviour as a competitive a...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago