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FINANCIAL ADVISERS
People & Products
The Association of Financial Advisers (AFA) has appointed leading financial services researcher Dr Rebecca Shiels to its judging panel for the Adviser of the Year Award....
Policy & Regulation
The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...
Financial planning
When misconduct from within the financial services industry leads to investor loss and hardship, investors are often unaware of existing avenues of redress and do not pur...
Financial planning
Peter Joyner and Associates has lost its Australian Financial Services Licence (AFSL) for failing to maintain adequate professional indemnity (PI) insurance, among other ...
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
Financial planning
No new licensee arrangements have been discussed following the AMP/AXA merger, according to AMP Financial Services managing director Craig Meller....
Policy & Regulation
More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...
Financial planning
The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...
Editorial
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
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....
Financial planning
The Association of Financial Advisers (AFA) has launched its Female Excellence in Advice award, which the association said would address gender inequity within the indust...
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
People & Products
The Federal Government has recommended Greg Medcraft be appointed the new chairman of the Australian Securities and Investments Commission....
Financial planning
Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...
Financial planning
Iress has released a new client engagement tool linked to advice platform Xplan, which it says will allow intra-fund and full-service advisers to leverage off each other'...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...