DIRECTOR

Financial planning

Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...

image
Superannuation

Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...

image
Editorial

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

image
People & Products

Bendigo and Adelaide Bank managing director's term extended by two years....

image
Accounting

ASIC has handed a NSW-based accountant a six-year ban from providing financial services following an investigation....

image
Superannuation

Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...

image
Superannuation

Coalition Senator, David Bushby questions Heather Ridout’s place on AustralianSuper board and her position on RBA....

image
Editorial

A pendulum has to swing both ways before returning to a centred equilibrium. Does this mean the next few months will see calm world markets? Fidelity’s Betty Ng writes....

image
People & Products

AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...

image
Financial planning

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

image
People & Products

Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....

image
Life/Risk

A Sydney insurance broker has been permanently banned from providing financial services following an investigation by the Australian Securities and Investments Commission...

image
Editorial

“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...

image
Life/Risk

FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....

image
Superannuation

Super funds are on track to record the best returns in five years, according to new data released by SuperRatings and Chant West....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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....

6 days 20 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 5 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 3 days ago