FINANCIAL SERVICES SECTOR

Financial planning

The financial services sector is likely to be one of the major beneficiaries of the Government's carbon pricing scheme, according to a report from IBISWorld....

Financial planning

Long-predicted skills shortages in the financial services sector are finally emerging. When combined with other current market forces, the skill shortages are likely to c...

Financial planning

Former Charter Financial Planning adviser Robert Bean has been given a life ban by ASIC after being found to have defrauded more than $3 million from clients....

Policy & Regulation

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

Funds management

Rental rates and values in commercial properties are tipped for strong growth on the back of huge demand for office space in the Sydney and Melbourne central business dis...

Financial planning

The Financial Services Institute of Australia (Finsia) has released draft principles against which companies can report on and measure gender diversity....

Financial planning

Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...

Financial planning

The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...

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...

Financial planning

Yellow Brick Road (YBR) has signed a heads of agreement with Nine Entertainment that YBR says will catapult it into the position of non-bank leader in the financial servi...

Financial planning

Following two consecutive quarters of declining employer confidence, the financial services sector is back on track....

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

The Minister for Financial Services, Billl Shorten, knows as well as anyone else in the financial services sector that the IFAAA is a minnow. Thus his recent comments mus...

Editorial

The Australian Prudential Regulation Authority is pursuing a dual role as a regulator and a national statistical agency for the financial services sector, but the evidenc...

Financial planning

A new survey has revealed that financial services bosses are better regarded than most - but not by much....

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 7 hours ago

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

1 day 10 hours ago
moneymanagement logo