FINANCIAL SERVICES SECTOR

Financial planning

DEXX&R projects the total financial services market will grow by 8 per cent per annum to reach $3,372 billion by December 2021....

Funds management

Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....

Funds management

The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....

Financial planning

The financial services industry has posted a 9.6 percentage point drop in hiring sentiment for the April-to-June period, according to the results from Hudson's latest 'Em...

Editorial

Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...

People & Products

Richard Grellman will take the position of non-executive chairman for Genworth Australian companies, supporting the company's efforts to gain a minority share IPO of its ...

Financial planning

For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....

People & Products

Rice Warner actuaries have appointed Mark Blair as a principal of the firm to head its superannuation consulting practice....

Editorial

According to APRA, ASIC will ultimately be responsible for acting on any breaches around advertising such as the Industry Super Network’s 'compare the pair' campaign....

Policy & Regulation

AustralianSuper has urged against any delays to the implementation of FOFA, claiming the financial advice industry has had sufficient time....

Financial planning

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

Policy & Regulation

Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...

Life/Risk

Woolworths Limited continues its push into the financial services sector with the launch of Woolworths Life Insurance....

Financial planning

Financial planners based in Adelaide, Melbourne and Perth will be among the most sought-after professionals within the financial services sector in the third quarter of 2...

Financial planning

As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...

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’...

2 months 4 weeks ago

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

3 months 3 weeks ago

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

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 6 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 9 hours ago
moneymanagement logo