Industry Expert

Industry Expert

Leading industry experts contribute to the Money Management website and fortnightly magazine, providing insight into a wide range of specialised topics within the financial services industry.

News by this author

18 October 2023

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...

6 June 2023

A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...

3 December 2020

Financial advice misconduct has often been met with overlapping and conflicting requirements creating a reactionary regulatory framework and this is the camel that people...

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7 October 2019

Melbourne-based lawyer, Dan Mackay, argues that AMP is on far from firm legal ground in its approach to advisers and Buyer of Last Resort....

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27 November 2014

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

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25 August 2014

Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...

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5 November 2013

Lying on insurance forms and not declaring taxable income are among the ways a sizable proportion of Americans are cheating the financial system, a survey found. ...

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4 November 2013

Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....

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3 November 2013

A South Australian mortgage broker has pleaded guilty to five charges of giving false or misleading information on home loan applications worth over $500,000....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks 4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 2 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 weeks 3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 weeks 2 days ago

Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...

1 week 2 days ago