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Policy & Regulation

The Boutique Financial Planning Principals Group has endorsed the FPA's handling of FOFA negotiations - particularly recognition of the term 'financial planner'....

Editorial

If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...

People & Products

Genworth Australia has made a number of additions to its Australian board as it prepares for its minority initial public offering....

Financial planning

The Federal Opposition has accused new Parliamentary Secretary Bernie Ripoll of adopting a contradictory approach on legislation. ...

Financial planning

As the Government works on its budget, ASIC chairman Greg Medcraft has pointed to ASIC's growing regulatory workload....

Financial planning

The FPA has outlined to members the outcome of the FOFA changes and has urged industry unity despite last week's controversial issues....

People & Products

Following an organisational restructure and cost reduction program, Praemium Limited has announced a number of key changes to its board of directors....

Financial planning

ASIC will release a new guide covering the role of research and ratings houses later this year....

Editorial

Concerns ASIC and APRA were becoming increasingly politicised were brought to a head during the hearings into the FOFA reforms....

Life/Risk

Sentry expects to increase business growth and simplify the referral process for their advisers using a structured referral system....

Editorial

Mike Taylor writes that the failure of the industry’s critics to distinguish between the failure of product and the failure of advice is continuing to tarnish the reputat...

Financial planning

Former Trio director John Godfrey enters into enforceable undertaking with APRA....

Policy & Regulation

Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....

Financial planning

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

People & Products

QBE's Frank O'Halloran will stand down as CEO in August and is to be replaced by John Neal....

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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 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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