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MAX 2014 Highlights
The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
Tyndall Australian Bond Fund
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
This budget means everything to the wealth management industry
Rainmaker head of research Alex Dunnin tells us what this year's budget means for advisers and the financial services industry. Watch video
Platinum Asset Management
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
Independent expert lists CBA compensation challenges
19 December 2014, 12:45pm
Promontory Financial Group has acknowledged that the Commonwealth Bank (CBA) program to compensate victims of bad financial advice poses a number of challenges. Read more
Government repeals Palmer FoFA changes
17 December 2014, 10:00am
The government has repealed the Palmer United Party's (PUP) proposed changes to the Future of Financial Advice (FoFA) legislation and grandfathering amendments have become law. Read more
FS Advice: Medcraft's appalling speech
12 December 2014, 12:20pm
Following the release of the FSI report, the FS Advice blog questions whether ASIC can be impartial and strong enough to do the job the FSI wants it to do, a job that just got harder after the regulator ... Read more
ASIC accepts EU from Victorian adviser
11 December 2014, 4:40pm
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from former Professional Investment Services (PIS) representative Seamus O'Brien. Read more
ANZ asks for US-style national adviser exam
11 December 2014, 12:15pm
ANZ has offered to foot the bill to start-up a national exam for financial advisers that mirrors the United States Series 7 exam run by the Financial Industry Regulatory Authority (FINRA). Read more
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