CHIEF EXECUTIVE

Financial planning

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

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....

People & Products

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

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...

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....

Financial planning

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

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....

Funds management

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

Superannuation

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

Financial planning

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

Financial planning

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

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...

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 ...

Financial planning

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

Financial planning

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

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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 1 week ago

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

2 months 1 week 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 2 weeks ago

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

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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