FINANCIAL PLANNING

Editorial

Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...

Editorial

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Editorial

BT Financial Group has won Employer of the Year in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

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Editorial

Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...

Editorial

Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....

Financial planning

Convenience of cloud storage overlooks need to keep client files secure....

Financial planning

Radar Results principal John Birt has noticed an increasingly popular trend with planners who find their business is too large to sell easily....

Financial planning

Planners within Peter Daly’s new Beacon Group are being encouraged to sign up to a defence trust under the auspices of AIOFP....

Financial planning

Founder of Frontier Advisors Fiona Trafford-Walker has been named Woman of the Year as part of the Money Management/Super Review inaugural Women in Financial Services Awa...

Financial planning

It’s time to put the vexed question of financial advice and vertical integration into perspective, writes David O’Reilly....

People & Products

Listed financial planning and accountancy firm Crowe Horwath has officially named Chris Price as its CEO and managing director....

Superannuation

Solid growth and profit sees Barry Lambert confirming an accelerated time-table for listing Class Super....

Financial planning

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

Editorial

'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...

Editorial

The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago