IFSA

Financial planning

The Yellow Book and The Red book are about to regain their place on the financial services industry’s book shelves, but no longer in a printed format....

Financial planning

Attendees at this year's Investment and Financial Services Association (IFSA) conference will find it hard to avoid coming face-to-face with the thorny issue of complianc...

Financial planning

The Internet and technology represent the biggest change in the managed investments indus-try, yet there is still hardly any real business being transacted via the medium...

Life/Risk

The future of Australia’s life insurance industry may be in serious doubt, following a dark skies forecast from former AMP Financial Services managing director Ray Greens...

Financial planning

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

Financial planning

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

Financial planning

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

Financial planning

Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...

Financial planning

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

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Financial planning

Recently promoted Westpac Financial Services chief David Fite is to leave Westpac in April and take up a position in Japan with the Long-Term Credit Bank of Japan....

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

The first database to include all players in the financial services industry, including advisers and dealer groups could soon become a reality....

Financial planning

The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago