FINANCIAL SERVICES

People & Products

QMV founder, Mark Vaughan has succeeded fellow founder Michael Quinn as managing director of superannuation consulting and technology firm, QMV....

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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....

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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...

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People & Products

Euroz Securities chief executive, Robert Black has been elevated to the firm’s parent company, Euroz Limited, board....

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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...

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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...

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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...

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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...

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People & Products

A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....

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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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People & Products

Suncorp has recruited internally to fill the key role of chief program excellence officer to coordinate the firm’s business plan deliverables....

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Financial planning

Almost as many females as males were seeking to obtain financial services qualifications in the latest round of CFA exams....

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Financial planning

Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....

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People & Products

Law firm, Cowell Clarke has strengthened its financial services capabilities in Sydney and Adelaide....

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Life/Risk

The FSC has released a draft standard paper for consultation, which proposes that life insurance APLs must have compulsory provider and product choice....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

4 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

5 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago