FINANCE

Financial planning

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....

Policy & Regulation

Business groups have welcomed the Government’s commitment to a Sustainable Finance Agenda and a consultation on a mandatory climate-related financial disclosure....

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People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

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Financial planning

The main driver behind spending habits is a person’s underlying beliefs about money and how it affects their long-term financial position, according to Finder....

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Financial planning

Over 95% of businesses in the financial and insurance sectors remain operational during COVID-19, one of the highest rates in industry sectors, although more than half ha...

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Financial planning

Death of a spouse, relationship breakdown or health decline are the leading causes for homelessness for older Australians, according to research....

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Policy & Regulation

The Royal Commission interim report has highlighted dishonesty and greed as two recurring themes in the financial advice industry....

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Features

The benefits to having more women in senior positions in the financial services industry are myriad for investments, clients and the workplace. Hannah Wootton looks at wh...

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Superannuation

Optimum Pensions has been founded by actuary David Orford to provide retirement solutions aimed at addressing longevity risk....

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Life/Risk

The Financial Services Council has claimed that ridding the life/risk sector of legacy products could save at least $94 million....

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Accounting

The Australian Securities and Investments Commission has released online guidance and information sheets intended to help limited Australian financial services licensees ...

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Superannuation

SuperRatings’ analysis of Australia’s best-performing superannuation funds over the last ten years is dominated by industry super funds, as the superannuation industry as...

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Tech

Powerwrap’s Chris Brant has stepped down from the platform provider in both his capacity as interim managing director and board director....

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Financial planning

Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....

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Superannuation

LGIAsuper is seeking a new chief executive officer, as it expands its leadership team following its conversion to a public offer fund earlier this year....

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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...

1 month 3 weeks ago

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

1 month 3 weeks ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 13 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago