FINANCIAL SERVICES INDUSTRY
Superannuation
ASIC is shutting down 11 Melbourne-based self-managed superannuation fund companies related to the PFS Group....
Financial planning
With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...
Financial planning
A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...
Financial planning
Having a passion for people and helping clients with their lifestyle is why Katie Chessum joined the financial services industry....
Financial planning
Working with the adviser to discuss a client ‘s financial needs proves two heads are better than one, says Brisbane-based Godfrey Pembroke paraplanner Lea Kerry Clothier....
Financial planning
The establishment of the Commonwealth’s Future Fund, along with the ongoing implementation of the Federal Government’s Retirement Incomes Policy, has earned Federal Treas...
Financial planning
There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...
Financial planning
In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...
Financial planning
A former Mawson Securities authorised representative, Robert Pierre Macville, has been permanently banned from providing financial services after ASIC in June this year b...
Financial planning
The financial services industry has been forced to shell out over $200 million to bring its workers up to speed with the educational qualifications required under the Fed...
Financial planning
The Federal Government has introduced legislation that will finally deliver on its 2004 election promise on superannuation splitting....
Financial planning
All eyes were on Ian Johnston as advisers came to terms with the most significant regulatory changes in many years...
People & Products
Multi-boutique manager, Advance Asset Management has a new head of distribution with Craig Mowll joining from St George margin lending following the resignation of Tom Kn...
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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...