FINANCIAL SERVICES INDUSTRY

Financial planning

The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...

Financial planning

The chairman of the parliamentary inquiry into the financial services industry believes that while the payment links between product providers, advisers and clients are ‘...

Life/Risk

Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....

Financial planning

Long-serving Count Financial chief executive Marianne Perkovic has announced she will leave the group....

Financial planning

Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...

Financial planning

The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....

Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

Financial planning

FPA Board endorses commissions shift....

Financial planning

As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...

Financial planning

Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....

Editorial

Despite a turbulent year for the financial services industry and the company itself, van Eyk Research has substantially improved its bottom line, while maintaining key bu...

Financial planning

Count believes its accountancy background will represent an advantage in any new remuneration environment....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

Financial planning

Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....

Editorial

The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
moneymanagement logo