FINANCIAL SERVICES INDUSTRY

Editorial

The Federal Government may have handed down its Future of Financial Advice (FOFA) proposals but that has not served to end uncertainty in the financial services industry....

Financial planning

Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....

Financial planning

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

People & Products

National Australia Bank (NAB)-owned wealth manager, JBWere, has appointed Mark Joiner as its new chairman, after Michael Ullmer announced he was stepping down....

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...

Policy & Regulation

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

Editorial

While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...

Editorial

When you discover, more than two years after the event, that you’ve stuffed up a policy initiative, such as Stronger Super, you really owe it to the electorate to f...

Superannuation

The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....

Financial planning

The Government has not gone far enough to address the unintended consequences of excess contributions....

Financial planning

Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...

Financial planning

The Financial Services Institute of Australia (Finsia) has released draft principles against which companies can report on and measure gender diversity....

Financial planning

Financial services delivers mixed response to Budget measures....

Superannuation

Early Bird registrations close this Friday 13 May for the Money Management Retirement Incomes Strategies seminar. Take advantage of the discount rate by booking your spot...

Financial planning

The financial services industry is prepared for a number of key changes in tonight's Federal Budget....

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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 1 week 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

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 6 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 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 23 hours ago