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

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

11 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 18 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 18 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 12 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago