FINANCIAL PLANNING

People & Products

Australia’s largest life insurer, TAL hopes the appointment of its new General Manager Strategic Finance, Edith Pfister, will secure the business’s ongoing growth....

image
Superannuation

Sunsuper has made two new executive appointments to lead the newly created advice and product functions aimed at targeting new members and establishing the brand more fir...

image
Policy & Regulation

Industry Super Australia has called on the Senate to disallow the Government’s FOFA regulatory changes claiming they will see a return to the bad old days....

image
Financial planning

IOOF’s exit of its stake in PATRON Financial Services cleared the way for the dealer group’s merger with Infocus Wealth Management....

image
Financial planning

Bristow announces merger between Infocus and PATRON...

image
Financial planning

Commonwealth Bank chief executive, Ian Narev has promised a detailed response to last week’s scathing Senate Committee report as Financial Services Minsiter, Senator Math...

image
Policy & Regulation

Proposed regulatory reforms of the FOFA legislation should be put on hold following the Senate Economics Committee report on ASIC’s performance, ISA believes....

image
Financial planning

ASIC has signalled its oversight of enforceable undertakings is likely to be more rigorous....

image
Financial planning

Draft proposals to waive the tax and commercial law course requirements for registration under the TASA are being welcomed by the AFA....

image
Financial planning

The FPA claims 10 point plan is validated in the findings of the Senate Committee reviewing the performance of ASIC....

image
Financial planning

The draft Tax Agent Services Act regulations have proposed waiving tax and commercial law course requirements for financial planners with relevant experience....

image
Financial planning

Class action cases being taken against financial planning groups are being hailed as “a good thing” by ASIC chair, Greg Medcraft....

image
Financial planning

The Senate Committee reviewing the operations of ASIC is expected to table its final report today....

image
Financial planning

A recent successful appeal regarding liability in a long running case involving WealthSure has created clarity around about the potential extent of liability in cases of ...

image
Financial planning

Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 1 day ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

4 days 20 hours ago