DISCLOSURE

Editorial

The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...

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Editorial

Direct life insurance is here to stay, writes Marcello Bertasso, but consumers may prefer the peace of mind offered by a policy that is underwritten upfront....

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Financial planning

The corporate regulator has issued a warning to both listed and unlisted companies on creative and inadequate financial reports in the lead up to the reporting season, wi...

Life/Risk

With the implications surrounding genetic testing a growing concern for the public, Col Fullagar examines the industry's handling of the issue in relation to insurance....

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Editorial

Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...

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Financial planning

APRA has recommended superannuation trustees adopt a suitable classification process to ensure members can distinguish between the characteristics of each investment stra...

Financial planning

ASIC has issued a reminder to all margin lending providers that they need to have, or applied for, a margin lending authorisation by 30 June if they wish to continue prov...

Financial planning

Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....

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Financial planning

ASIC has released updated requirements for unlisted debentures and unsecured notes to improve disclosure to retail investors....

Financial planning

The ATO's offer of reduced penalties in exchange for the full disclosure of undeclared offshore income will close next week....

Financial planning

A Financial Wisdom adviser is challenging CommInsure over its rejection of his trauma claim. ...

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Financial planning

The Government has welcomed regulations prescribing short and simple product disclosure documents for margin loans, superannuation and simple managed investment schemes....

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Financial planning

ASIC is seeking public comment on relief proposals that will permit certain indirect self-acquisitions by investment funds....

Financial planning

Those advising on gearing in super will need to ensure they are licensed to deal in derivatives by the end of September under draft regulations released yesterday....

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Financial planning

New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....

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MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days ago