FINANCIAL SERVICES

Editorial

The Royal Commission when combined with the Federal Election will dictate significant change for financial planners in 2019. ...

People & Products

Suzanne Smith has taken out Woman of the Year at the Money Management Women in Financial Services Awards, on a night that acknowledged some of the women doing the most to...

Policy & Regulation

The Treasurer, Josh Frydenberg has signalled his intention to take a greater role in superannuation and financial services policy, albeit the assistant treasurer, Stuart ...

Features

Mike Taylor writes that one of the few certainties flowing from the current Royal Commission is that the Australian financial services industry is facing further signific...

Financial planning

Financial services employees’ mental health is an ongoing issue, with 44 per cent of workers in the industry having left their job because of a poor mental health environ...

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...

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’...

1 month 1 week ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
moneymanagement logo