IFSA

Life/Risk

The number of documented cases of people being refused insurance after being gene-tested has almost doubled since recent publicity about gene-testing according to directo...

Financial planning

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

Financial planning

APIR Systems has got the ball rolling on an adviser numbering system with the launch of a dedicated development centre....

Financial planning

The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...

Financial planning

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

Financial planning

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

Financial planning

“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

Financial planning

IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

Financial planning

Given the current state of the waters in the financial services industry, IFSA’s “Catch the Wave” theme is appropriate – even if the conference is scheduled for Melbourne...

Financial planning

The Internet and technology represent the biggest change in the managed investments industry, yet there is still hardly any real business being transacted via the medium....

Financial planning

The future of Australia’s life insurance industry may be in serious doubt, following a dark skies forecast from former AMP Financial Services managing director Ray Greens...

Financial planning

IFSA Conference 18-20 July Melbourne Convention Centre Program ...

Financial planning

The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....

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’...

3 months 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...

4 months 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 4 days ago

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

3 days 18 hours 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 ...

1 week ago
moneymanagement logo