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FINANCIAL SERVICES INDUSTRY

Policy & Regulation

The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....

Financial planning

A former Storm Financial adviser has had a charge against him dropped after an elderly witness deemed critical to the prosecution’s case died, ASIC reports. ...

Financial planning

A Victorian financial adviser has been banned from providing financial services for seven years after an ASIC investigation found he had breached “numerous financial serv...

Financial planning

Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...

Financial planning

The time is ripe for Australian superannuation funds and the financial services sector to start looking towards Asia and playing in this region....

Editorial

While plenty of attention has been directed towards advisers and the sale of life/risk products, Mike Taylor writes that a recent ASIC Review of general insurance has rev...

Financial planning

A newly-launched website wants to turn the financial services industry “on its head” by data matching consultants with firms for a 10 per cent cut of their paycheck. ...

Awards

Lisa Barber has been named Money Management and Super Review’s financial planner of the year....

Financial planning

Financial services companies are almost matching government regulatory costs with their own self-inflicted rules, and effectively “choking themselves in red tape”....

Financial planning

Growing numbers of applications for AWI Ventures’ Fintech accelerator program are a testament to the innovation in the financial services sector, the company believes....

People & Products

MetLife Insurance has made three appointments to its Australian leadership team, including the creation of a new role....

People & Products

Managed Accounts Holdings Limited has announced a newly-created head of product role....

Financial planning

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

Financial planning

Adviser competency and professional standards would be boosted by the formation of a new adviser-funded body that sets standards for different advice segments, the Financ...

Life/Risk

A NSW insurance broker has been permanently banned from providing financial services after an ASIC investigation found he engaged in “dishonest conduct”....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 21 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago