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Financial planning

The term retail means less now than what it did five years ago....

Funds management

One of the few remaining funeral bond provider, the Melbourne-based State Trustees has dropped AMP Henderson as investment manager on its funeral bond....

Financial planning

Paul Lahiff is a man with rollback on his mind, and it has nothing to do with the GST....

Accounting

Permanent Trustees and Garrisons have continued the trend of acquiring accoutancy firms with separate announcements that they have completed the purchase of a number of ...

Financial planning

Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....

Financial planning

Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...

Financial planning

The Government’s options paper for the reform of the regulatory environment surrounding superannuation was developed, according to the Minister for Financial Services Joe...

Financial planning

More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....

Superannuation

This week, Ramani (SG) Venkatramani, the general manager of APRA’s diversified institutions division, will fly to a conference of worldwide pensions industry representati...

People & Products

The Australian Prudential Regulation Authority (APRA) has striped Harts Staff Superannuation as the corporate trustee of the Harts Australia Staff Superannuation Fund, ap...

Superannuation

One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

The Australian Securities and Investments Commission (ASIC) has taken one investment adviser to court, put two behind bars and banned a stockbroking representative in sep...

Financial planning

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...

Financial planning

Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....

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MARKET INSIGHTS

GG

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

4 weeks 1 day 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 ...

4 weeks 2 days ago
gonski

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

4 weeks 2 days 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....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago