FINSIA

People & Products

The Australian Investment Council has appointed Navleen Prasad from Macquarie Group as chief executive following a global search process to replace Yasser El-Ansary....

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Financial planning

The Financial Services Institute of Australasia has proposed a co-regulatory model for the financial advice industry, akin to the United Kingdom’s financial adviser space...

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Financial planning

The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...

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Policy & Regulation

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

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People & Products

PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term. [pandp]...

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People & Products

Chris Whitehead will step down as director and chief executive of the Financial Services Institute of Australasia at the end of April and will ensure a smooth transition ...

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Superannuation

The continual repetition of the phrase ‘past performance is no guarantee of future performance’ is at odds with a “blunt” superannuation performance test based entirely o...

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Financial planning

Two additional financial planning electives from the Securities Institute Graduate Diploma of Applied Finance and Investment, from 1991 until 2007, have been approved by ...

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People & Products

A Commonwealth Bank executive and one of the first Chartered Banker graduates in Australia has been appointed to the position....

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Financial planning

The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...

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Financial planning

The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...

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Financial planning

Intense lobbying by financial advisers has made Federal parliamentarians aware of their problems with the Financial Adviser Standards and Ethics Authority regime but unce...

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Policy & Regulation

FASEA has approved three higher education historical graduate diploma courses....

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People & Products

FINSIA has launched a new suite of interconnected professional qualifications focused on risk management and cybercrime in conjunction with CISI....

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Financial planning

Consumer research released by FINSIA has uncovered an imbalance of financial knowledge which is leading to a high level of vulnerability....

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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 4 days ago

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

1 month 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 3 days 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. ...

5 days 15 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...

4 days 19 hours ago