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FINANCIAL SERVICES
Financial planning
Specialist financial services lawyer, Dr Hillary Ray has suggested that in the aftermath of the Royal Commission, boards of AFSLs may need to make themselves much more aw...
Policy & Regulation
ASIC has banned a Queensland-based financial adviser for seven years after finding he had used his clients’ assets for his personal benefit. ...
Financial planning
Operators of ‘binary options trading boiler room’, Jana Jaros and Jackson Capper, have been convicted and sentenced....
Financial planning
Industry Super Australia has attacked what it sees as a bank planner sales culture likely to impact choice of fund and suggested that policy-makers risked leaving consume...
Financial planning
FOS has received a record number of disputes in the 2016/17 year, driven mainly by general insurance which made up 38 per cent of the increase....
People & Products
QMV founder, Mark Vaughan has succeeded fellow founder Michael Quinn as managing director of superannuation consulting and technology firm, QMV....
Features
Money Management’s 2013 Woman of the Year, Fiona Trafford-Walker, looks at steps firms can take to help overcome challenges women face in the workplace....
Editorial
The financial planning industry will need to unite behind higher educational standards and ethics and reject the noisy dissenters if it is to become a profession, Mike Ta...
People & Products
Euroz Securities chief executive, Robert Black has been elevated to the firm’s parent company, Euroz Limited, board....
Editorial
The Federal Opposition will be on the right track in pursuing a review of the financial services regulatory settings, but only if it aims to identify the failings while f...
Features
Equal gender representation in the financial services industry remains elusive, as unconscious bias, the gender pay gap, and rigid working conditions prevent women from b...
Editorial
Mike Taylor writes that a broad cross-section of the financial services industry has voiced its concerns about a compensation scheme of last resort but few appear to be l...
Policy & Regulation
The Government flagged the existence of a loophole in last year’s Budget and the Minister for Revenue and Financial Services, Kelly O’Dwyer has admitted a handful of mili...
People & Products
A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....
Editorial
Recent federal ministerial rhetoric suggests the financial services industry has few friends in high places and difficulty in finding its voice, Mike Taylor writes....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...