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Financial Planning

Gender pay gap worsening: ACTU

DARREN SNYDER  |  MONDAY, 7 MAR 2016
With International Women's Day around the corner the Australian Council of Trade Unions (ACTU) has renewed calls for the federal government to make gender inequality a priority.

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice.

Labor wants stronger LIF rules

ALEX BURKE  |  FRIDAY, 4 MAR 2016
Legislation based on the Life Insurance Framework doesn't go far enough according to Shadow Minister for Financial Services and Superannuation, Jim Chalmers.

NAB supports ex-adviser ban

ALEX BURKE  |  FRIDAY, 4 MAR 2016
NAB has come out in support of ASIC's decision to ban one of its former advisers for five years.

SEC to run ad campaign promoting online consumer adviser checks

ALEX DUNNIN  |  FRIDAY, 4 MAR 2016
The US Securities and Exchanges Commission (SEC) is stepping up its campaign to encourage retail investors to check the credentials of financial advisers.

Perpetual Private partners law firm to help accountants with AFSLs

MARK SMITH  |  THURSDAY, 3 MAR 2016
Perpetual Private has announced a new partnership with Cowell Clarke Commercial Lawyers to help support accounting practices looking to obtain their own limited Australian Financial Services Licence (AFSL) as part of new rules coming in on July 1.

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
ASIC has requested that three Australian financial services licensees "remove or amend" claims about their independence.

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Zurich has announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice.

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
UniSuper has announced a referral partnership with tax specialist PKF Melbourne as visits to the fund's advice network have grown by 20% over the past 12 months.

Joyce Phillips leaves in ANZ restructure

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
ANZ has announced it is simplifying its wealth management business, with group executive wealth, marketing and innovation Joyce Phillips departing in the process.