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Financial planning
ASIC has cancelled the licence of a margin foreign exchange business for making frequent changes to one of its user platforms, but failing to document them. ...
Financial planning
Advice identified as critical element in the successful development of guaranteed products....
Financial planning
With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....
Financial planning
International regulators need to collaborate to minimise inconsistencies in risk mitigation requirements for cross-border non-centrally cleared OTC derivatives, according...
Financial planning
Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...
Financial planning
Macquarie University Applied Finance Centre has appointed Peter Vann to develop a funds and wealth management stream....
Financial planning
Private clients of Melbourne-based boutique advisory firm, Giles Wade, will gain access to a wider range of offshore investment options through a partnership with Bonhote...
Superannuation
APRA will wait and see what finally emerges from the unions Royal Commission before acting with respect to allegations confronting Cbus....
Superannuation
The FSI final report’s recommendation that superannuation fund trustees be required to provide longevity protection represents a “retirement revolution”, according to Cha...
People & Products
Magellan Financial Group has announced it has appointed Dr Brett Cairns as executive chairman, effective 1 January 2015....
Funds management
Retirees are trapped between low yielding cash and bonds and higher yielding equity markets that on average suffer 30 per cent drops with the funds management industry st...
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
TAL completes rationalisation of super funds with appointment of three independnet trustees....
Funds management
Recent regulatory change has seen the role of custodians evolve into the risk management space, as superannuation clients struggle to keep up with their increased reporti...
Financial planning
Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....