FINANCIAL SERVICES INDUSTRY

Accounting

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

Superannuation

ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....

Funds management

Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....

Financial planning

Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...

Superannuation

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

Financial planning

After already achieving its earlier target, Guardian Advice has announced new plans to grow adviser numbers to more than 300 by 2016....

Financial planning

The ATO has been funded to crack-down on the use of trust structures to avoid tax....

Editorial

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Financial planning

The Federal Budget has receive only a lukewarm response from the financial services industry despite the Government limiting its changes to superannuation to those announ...

Financial planning

In a move that was flagged ahead of the Budget and will please some sections of the financial services industry, the Government has moved to make deferred lifetime annuit...

Superannuation

Industry broadly welcomes Government’s decision to include contribution cap rise for over-60s in Budget....

Funds management

Money Management’s judging panel has selected five finalists who will compete for the Young Achiever of the Year award....

Editorial

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

Financial planning

The financial services industry is bracing itself for Budget nasties as Treasury summons organisations for Friday talks....

Financial planning

New US research points to the financial imperative which exists for planners to better understand female clients....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 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 3 days ago

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

2 weeks 6 days ago