FINANCIAL SERVICES INDUSTRY
Policy & Regulation
Money Management wants to know how you feel about the proposed FOFA changes....
Editorial
With less than a week to go before the Treasurer, Wayne Swan, hands down his fourth Federal Budget, the financial services industry should be wary of a Government that ha...
Editorial
With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...
Financial planning
The Financial Services Council has confirmed transitional arrangements on volume rebates involving the grandfathering of those existing before 30 June, 2012....
Editorial
The Future of Financial Advice changes may be dominating the attention of the financial services industry but Richard Gilbert points out that the Government has a great d...
Financial planning
Australian financial services professionals are reluctant to explore job opportunities following a series of local and overseas natural disasters, leading to skills-tight...
Policy & Regulation
A range of changes to the tax system governing managed investment trusts (MITs) has been pushed back a year to 1 July, 2012....
Life/Risk
Professional indemnity (PI) insurer Vero and its subsidiary APUA have launched a new PI insurance policy designed for financial planners....
Financial planning
Many in the industry feel that the legislation targeting margin lending has only served to make investors more fearful of the practice. Ashley McIntyre reports....
Editorial
ASIC, hard-pressed for funding and resources, has embarked on a costly exercise aimed at determining the quality of retirement advice at a time when the underlying rules ...
Superannuation
The majority of pre-retirees in Australia expect to work longer, while 39 per cent feel they are unlikely to meet their retirement income needs, according to CoreData res...
People & Products
Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....
Financial planning
The Association of Financial Advisers (AFA) is about to launch a special award for female financial advisers, aimed at tackling the gender gap in the industry....
Financial planning
Count has lifted its stake in PIS parent, Centrepoint Alliance, closer to 10 per cent....
Financial planning
A new survey has revealed that financial services bosses are better regarded than most - but not by much....
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MARKET INSIGHTS
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...