The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential implications for the industry....
With the financial advice industry likely to experience a flurry of merger and acquisition activity in the wake of the global financial crisis, Nick Brinkworth outlines s...
Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
Radar Results has identified some of the most common and not so obvious deal breakers when selling a financial planning business....
The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...