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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....

Policy & Regulation • 25 October 2016

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...

Financial planning • 25 October 2016

The Law Council of Australia claims few consumers are capable of pursuing disputes through FOS and other EDR providers without legal representation or advice....

Policy & Regulation • 25 October 2016

A Money Management survey has revealed overwhelming support for planners to be unconstrained by APLs with respect to the selection of insurance products....

Life/Risk • 25 October 2016

ClearView looks to expand its IFA channel on the back of Sony Life taking a 14.9 per cent stake in the company....

Financial planning • 25 October 2016

Australian Unity Funds Management has expanded its institutional distribution team with the appointment of experienced Boyd Lees....

People & Products • 26 October 2016

Zurich has looked to grow its life and investments business with the appointment of a NSW/ACT territory manager....

People & Products • 26 October 2016

UBS Asset Management and CBRE Clarion Securities have launched a new infrastructure securities fund to the market....

People & Products • 26 October 2016

Bravura has appointed a new head of account management to support Sonata’s growth....

People & Products • 26 October 2016

Watermark Funds Management has grown its investment team and added a BDM to focus on financial advisers and self-directed investors....

People & Products • 26 October 2016

Robo-advice solution provider, Ignition Wealth, has announced a new head of sales and an additional member of its advisory board....

People & Products • 26 October 2016

Consumers across four continents have expressed their want for digital financial service offerings from their current institution, rather than a third party....

Financial planning • 26 October 2016

Centrepoint has launched a medical service to improve the underwriting experience for clients and advisers....

Life/Risk • 26 October 2016

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...

Financial planning • 26 October 2016

Insurers still involved in remuneration arrangements regarded as conflicted can expect a tough approach from ASIC....

Life/Risk • 26 October 2016

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....

Life/Risk • 26 October 2016

Here's an ode to all the women who took home trophies from Money Management's 2016 Women in Financial Services Awards....

Outsider • 26 October 2016

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....

Life/Risk • 26 October 2016

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 ...

Financial planning • 26 October 2016

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....

Outsider • 26 October 2016
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 15 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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