The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes....
Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...
The Law Council of Australia claims few consumers are capable of pursuing disputes through FOS and other EDR providers without legal representation or advice....
A Money Management survey has revealed overwhelming support for planners to be unconstrained by APLs with respect to the selection of insurance products....
ClearView looks to expand its IFA channel on the back of Sony Life taking a 14.9 per cent stake in the company....
Australian Unity Funds Management has expanded its institutional distribution team with the appointment of experienced Boyd Lees....
Zurich has looked to grow its life and investments business with the appointment of a NSW/ACT territory manager....
UBS Asset Management and CBRE Clarion Securities have launched a new infrastructure securities fund to the market....
Bravura has appointed a new head of account management to support Sonata’s growth....
Watermark Funds Management has grown its investment team and added a BDM to focus on financial advisers and self-directed investors....
Robo-advice solution provider, Ignition Wealth, has announced a new head of sales and an additional member of its advisory board....
Consumers across four continents have expressed their want for digital financial service offerings from their current institution, rather than a third party....
Centrepoint has launched a medical service to improve the underwriting experience for clients and advisers....
Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...
Insurers still involved in remuneration arrangements regarded as conflicted can expect a tough approach from ASIC....
New survey data collected by Money Management reveals that advisers expect insurers to grow their direct sales — something that will lead to a decline in adviser numbers....
Here's an ode to all the women who took home trophies from Money Management's 2016 Women in Financial Services Awards....
ASIC has told the Government that consumers need to know that in the event of a product failure, uncompensated losses are usually attributable to smaller advisory firms....
ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the ultimate sanction being a planner’s loss of membership ...
It was a case of now you see it, now you don't, with TAL's submission to the Productivity Commission after Money Management published its contents....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...