DIRECTOR

Financial planning

A third of all women in finance prefer a male boss, while only 14 per cent make it to senior manager positions....

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Financial planning

Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....

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Financial planning

ASIC banned former Provident Capital MD from managing corporations for five years and providing financial services for seven years....

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Accounting

A Gold Coast accountant will serve an eight month sentence by way of an intensive correction order, after pleading guilty to misleading ASIC....

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Financial planning

Chronican departure sees Mark Whelan elevated to ANZ CEO role reporting to Group CEO, Mike Smith....

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Superannuation

There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....

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Superannuation

Investors and advisers are incorrectly adopting a short-term investment skew when it comes to self-managed super funds, with a platform-driven gearing towards liquid asse...

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People & Products

Australian Wealth Investments (AWI) independent director John Reynolds has resigned after serving the company for almost seven years. ...

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Life/Risk

Australia’s life insurance sector has been put on notice that its current model is unsustainable and handed a reform ultimatum by regulators. But what will this mean for ...

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Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

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Financial planning

Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....

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Financial planning

Accountant, Mervyn Ross Tarrant, has failed to have a seven-year ban from providing financial services overturned by the Federal Court of Australia....

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Superannuation

Billions of dollars are still being funnelled into SMSFs from traditional super vehicles annually, which should put an end to speculation that the SMSF sector is in decli...

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People & Products

Prominent industry funds figure and former Reserve Bank of Australia governor Bernie Fraser is stepping down as Chairman of industry-funds owned ME Bank....

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Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

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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 2 weeks ago

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

3 days 4 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 1 day ago

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

1 week 6 days ago