DISCLOSURE

Life/Risk

The number of documented cases of people being refused insurance after being gene-tested has almost doubled since recent publicity about gene-testing according to directo...

Financial planning

The Australian Securities and Investment Commission (ASIC) is unfairly hounding managers of strata investments who comply with the Managed Investments Act while allowing ...

Financial planning

Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...

Financial planning

The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...

Accounting

Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...

Financial planning

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

Financial planning

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

Financial planning

The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...

Financial planning

First Samuel managing director Anthony Starkins dropped a bombshell on the re-cent Asia Pacific Private Banking conference in Sydney, labelling private bankers both “gree...

Financial planning

The Labor Party will support the reforms outlined in CLERP 6 subject to a few amendments which will probably delay its introduction, says shadow minister for financial se...

Financial planning

While a reasonable proportion of investors access financial services information over the Internet and are confident in conducting transactions via this means, the majori...

Financial planning

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...

Financial planning

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

Financial planning

In an episode of the cult television cartoon, The Simpsons, mother Marge buys into a pretzel cart franchise for $500....

Financial planning

In response to the growing interest in share investing by Australians and as part of new regulations the Australian Securities and Investment Commission (ASIC) will offer...

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 ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago