FINANCIAL SERVICES INDUSTRY
Financial planning
Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...
Financial planning
New insolvencies data suggests financial services firms are weathering the tough times better than most, albeit some advisers and MIS schemes were exposed....
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
People & Products
Deloitte has appointed Maickel Sweekhorst as leader for the firm's consulting financial services technology group....
Financial planning
With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...
Editorial
The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....
Editorial
Rahul Guha uses his experience as an accountant to provide a few tips on how to manage profit in uncertain times....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The head of TAL-owned Pivotal Financial Advisers, Maria Cheer, will be leaving the company as Craig Parker takes the role, Money Management has confirmed....
Policy & Regulation
One-off expenses AMP estimates it will incur dealing with regulated changes highlight the need to have performed a regulatory impact assessment on FOFA, according to Sena...
Financial planning
Opposition puts regulators and industry funds on notice referencing parliamentary accountability and competitive neutrality....
Financial planning
ASIC confirms reasons for cancelling Morrison Carr licence and director banning....
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Policy & Regulation
Some question the background of key ASIC personnel handling FOFA regulatory development....
Financial planning
The financial planning profession will have to start looking to grow its own talent rather than just poaching from elsewhere in the financial services industry if it want...
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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...