DIRECTOR

Superannuation

Nearly two out of three mid-sized private business owners do not have a handle on their own personal financial situation, an accounting firm said....

image
Financial planning

Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....

image
Financial planning

AXAIM launches ESG SmartBeta Strategy. ...

Financial planning

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

image
Financial planning

Federal Budget uncertainty impacts business confidence but finance and insurance sector remains most confident....

image
Life/Risk

Advisers’ culture-driven reluctance to sell is contributing to the dearth of the life insurance industry as we know it, according to Synchron’s Don Trapnell. ...

image
Financial planning

The founder and director of the responsible entity for two MISs which were wound up owing around $200 million is fined $10,000 for failing to assist the liquidators....

image
Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

image
Financial planning

The chair of Mariner Corporation has resigned only days after its chief executive officer did the same....

image
Financial planning

Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...

image
People & Products

Investment advisory firm Frontier Advisors has announced appointments and internal promotions in different areas of the firm....

image
Funds management

Regulatory changes to the Corporations Act intended to drive up the retail corporate bond market will not make a huge difference, according to industry insiders....

image
Financial planning

A financial services benchmarking group has launched an invitation only adviser register and created a benchmark to measure the quality of advice and value proposition of...

image
Superannuation

Chant West data showed super funds saw positive growth in July, with the median growth fund (61-80 per cent growth assets) producing 1.2 per cent...

image
Funds management

A Victorian property developer who defrauded investors has been sentenced to five years and three months in jail, following an investigation by ASIC....

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 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 7 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