DIRECTOR

Financial planning

Financial services licensees should make it a point to highlight their conflicts of interests with life insurance companies to clients....

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Financial planning

The FSI’s call for clarity on potential vertical integration conflicts could see moves towards parent-company transparency in the aligned advice space, Synchron director ...

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Funds management

Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...

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Superannuation

More than three quarters of retirees over 55 currently receive some sort of government benefit despite an increase of those with superannuation....

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Financial planning

ASIC has permanently banned former Victorian finance broker, Rudy Noel Frugtniet, from engaging in credit activities....

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Superannuation

People who have spent long periods out of the workforce should be able to access special catch-up superannuation contribution caps....

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Financial planning

AMP is offering grants of up to a million a year to Australians who are looking to make a mark of society, but lack the financial backing. ...

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Financial planning

ASIC has secured an interim order preventing Vault Market Pty Ltd and its director, MD Anamul Amin, from carrying on a financial services business without an Australian F...

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Superannuation

Boutique ethical investment fund Christian Super has announced it will merge with super provider for churches Australian Christian Super....

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People & Products

Frontier Advisors chairman Geoff Ashton has stepped down as both chairman and independent director after seven years on the board....

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Financial planning

Independent planning group Premium Wealth Management has hired former IOOF-aligned manager Justin Viney to lead its network’s development. ...

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Superannuation

Customers are most satisfied with the financial performance self-managed super funds, compared to industry or retail funds, Roy Morgan data showed....

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Financial planning

Advisers who left independently-owned licensees in tougher financial times are expected flock back in the name of “unbiased” advice. ...

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Superannuation

The latest data by Chant West showed double digit returns for super fund members of around 13 per cent to 30 June....

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Financial planning

Melinda Howes has been lured away from AMP to become General Manager of Super at BTFG....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 10 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago