CHIEF EXECUTIVE

Financial planning

AFA has launched a new initiative to “connect and support” females across the financial advice industry....

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Financial planning

Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....

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People & Products

Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....

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Superannuation

The major political parties have been warned that unnecessarily tinkering with super policy will carry with it significant risk of a negative reaction from those aged ove...

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Life/Risk

FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....

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Financial planning

Powerwrap has acquired financial services firm MWH Capital in an effort to tap into the growing personal investment and broker markets....

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Financial planning

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

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Funds management

The directors of LM Investment Management have appointed John Park and Ginette Muller of FTI Consulting as voluntary administrators....

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Superannuation

There is a need to differentiate between tinkering in super and genuinely considered policy initiatives, says AIST chief executive, Tom Garcia....

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Financial planning

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

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Financial planning

Two bodies will soon regulate financial planners - a serious concern to the FPA....

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Financial planning

The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...

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Superannuation

The Government's MySuper regime has added little value to superannuation funds and a great deal of cost, according to a roundtable conducted by Money Management's sister ...

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Financial planning

The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....

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Financial planning

New research reveals high degree of indecision on codes of conduct and opt-in....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 9 hours ago