FINANCIAL ADVISER
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Editorial
National Australia Bank has turned a strong half-year result with a net profit of $2.428 billion....
Editorial
Despite the current emphasis on FOFA, Ian Knox explains why it is that clients, not reform, should come first....
People & Products
IOOF Holdings (IOOF) has found a replacement for its national head of sales, following the resignation of Alexandra Tullio in February....
Financial planning
New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
Policy & Regulation
The ATO has signalled more action on tax schemes that have become more targeted and tailored....
People & Products
CommInsure has lost its adviser services and distribution head, Todd Kardash, to Clearview....
Editorial
The Financial Ombudsman Service (FOS) no doubt believes it is doing a good job – and it is certainly operating within the guidelines laid down by ASIC – but i...
People & Products
Russell Investments has announced the appointment of a head of its Advice Centre, which the company said signalled its commitment to the delivery of limited advice....
Financial planning
The advice industry needs to shift its thinking regarding female clients, according to advisers and consultants....
Editorial
As the Government considers the way forward on the Future of Financial Advice reforms, Money Management publishes the following open letter written by a senior Melbourne ...
Editorial
Insurers need to reach into their own pockets to address underinsurance, writes Tim Browne....
People & Products
Asteron has appointed ING's Khanh-vy Ho to the role of Victorian sales manager. She will be tasked with increasing the insurer's profile in Victoria's independent financi...
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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...