Caroline Munro

Caroline Munro

News by this author

The Federal Government has released the final consultation paper on the draft regulations for the National Consumer Credit Protection Package....

According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....

image

Super funds are missing out on investment opportunities due to risk aversion following the global financial crisis....

image

The passing of a Corporations Amendment Bill through the Senate will empower shareholders to reject excessive termination payments and prevent irresponsible remuneration ...

Consultancy companies that customise the XPLAN financial planning software system are simply offering a service, although there is a concern that those without the requis...

Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA)....

Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...

Should the industry transition to fee-for-service, possible grandfathering provisions regarding commissions may not be the saving grace for planners’ recurring revenues, ...

Standard & Poor's has placed the Fidelity Asia Fund 'on hold' due to the resignation of its portfolio manager following a year of underperformance....

The proposed deal between AMP and AXA Asia Pacific could see AMP as the dominant force in the financial planning marketplace, with the number of AMP-aligned planners doub...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 6 days ago