DIRECTOR

Superannuation

The Coalition commits to more superannuation change if it gains Government....

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Financial planning

Lifestyle Financial Services has become the third practice to join Commonwealth Bank-aligned dealer group Financial Wisdom....

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Financial planning

AMP has announced that Multiport managing director John McIlroy will leave the company and be replaced by Libby Roy....

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Financial planning

ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....

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Editorial

A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...

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Financial planning

Chartered accounting and advisory firm William Buck has moved to boost the size and reach of its audit and assurance division with a key appointment....

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Funds management

Bond exchange-traded funds (ETFs) shouldn't replace term deposits in portfolios - rather, they should be used strategically to achieve investor goals, says Russell Invest...

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Funds management

Simon Ho, Triple 3 Partners director says investing in volatility is not a passing trend but constitutes a revolutionary new way of investing....

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Policy & Regulation

With the mandatory start date of the FOFA reforms deferred to 1 July 2013, dealer groups will have more time to develop a scaled advice offering that works for them, a te...

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People & Products

Richard Grellman will take the position of non-executive chairman for Genworth Australian companies, supporting the company's efforts to gain a minority share IPO of its ...

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Financial planning

A new service has been launched aimed at linking dealer groups with financial advice businesses....

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Superannuation

Superannuation returns enjoyed their second positive month in February on the back of strong local and global share market performances....

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Financial planning

A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....

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Financial planning

Financial services educators are aiming to be prepared for whatever changes may arise from the ASIC's CP153 consultation paper into education standards, even though no ne...

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Financial planning

With corporate insolvencies on the rise, there are a number of due diligence processes that Australian business owners can take to mitigate the risk of being left with un...

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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....

1 week 1 day 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 6 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 4 days ago