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AUSTRALIAN FINANCIAL SERVICES
Superannuation
SPAA argues against codes based purely on obviating opt-in or being approved for licensees or dealer groups....
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
Financial planning
Mathias Cormann, David Whiteley and John Brogden to debate MySuper implications in Sydney next week at a joint Money Management/Association of Financial Advisers thought ...
Accounting
A limited AFSL for accountants would be too restrictive and expensive, meaning accountants who want to advise on SMSFs would be more likely to join an existing licence th...
Superannuation
Investors are being warned about the fraudulent activities of purported private investment firm Swiss Private Capital and its offers of interests in 'Aussie Super - Super...
Accounting
Financial Services Minister Bill Shorten has released draft regulations outlining a limited licence for accountants, replacing the accountants' exemption replacement regu...
Editorial
A recent court ruling is a timely reminder that investment ratings houses are not perfect, writes Mike Taylor. ...
Editorial
Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....
Financial planning
Rapid growth of some financial services licensees has caused regulator concern due to many of them lacking support systems for larger numbers of advisers....
Editorial
Westpac records decline in profit but signals continuing focus on wealth as part of its growth strategy....
Financial planning
The operators of three unlicensed financial services businesses have had their bank accounts frozen and been prevented from carrying on their activities after the Austral...
Financial planning
ASIC's 2011/12 annual report has outlined the amount of surveillance and enforcement action the regulator completed in the financial advice sector in the past year....
Life/Risk
Insurance brokers have told Money Management Vero Insurance representatives have alerted them to a price hike of up to 50 per cent to Vero's professional indemnity insura...
Financial planning
ASIC has monitored more than 3,300 providers of financial advice over the past year, dedicating 29 staffers to the surveillance....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
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Podcast
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...