FINANCIAL SERVICES INDUSTRY

Financial planning

Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....

People & Products

The Clearview Wealth board is now comprised of a majority of independent directors following the appointments of Anne Keating and Susan Thomas as non-executive directors....

Financial planning

The chair of last year’s parliamentary inquiry into the financial services industry has reinforced the need for ASIC to follow through “with the full force of...

Financial planning

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

Policy & Regulation

The industry needs to move beyond telling Treasury why opt-in requirements and banning volume rebates won’t work and start offering solutions to the problems, accor...

Financial planning

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Financial planning

A new report has identified the financial services sector as one of the top five areas for school leavers....

Editorial

Recent comments by Assistant Treasurer and Minister for Financial Services Bill Shorten have brought the Government's willingness to consult with the industry about FOFA ...

Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

Life/Risk

Australia’s tax regime should be amended to give insurance cover the same status irrespective of whether it is obtained inside or outside of superannuation....

Editorial

As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....

Financial planning

The Australian Securities and Investments Commission has banned a former Gold Coast adviser for 10 years after investigations into the advice she gave relating to investm...

Financial planning

The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....

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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...

2 weeks 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 3 days ago

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

4 days 8 hours ago