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Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
Superannuation
The major political parties have been warned that unnecessarily tinkering with super policy will carry with it significant risk of a negative reaction from those aged ove...
Life/Risk
FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....
Financial planning
Powerwrap has acquired financial services firm MWH Capital in an effort to tap into the growing personal investment and broker markets....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Funds management
The directors of LM Investment Management have appointed John Park and Ginette Muller of FTI Consulting as voluntary administrators....
Superannuation
There is a need to differentiate between tinkering in super and genuinely considered policy initiatives, says AIST chief executive, Tom Garcia....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Financial planning
The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...
Superannuation
The Government's MySuper regime has added little value to superannuation funds and a great deal of cost, according to a roundtable conducted by Money Management's sister ...
Financial planning
The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....
Financial planning
New research reveals high degree of indecision on codes of conduct and opt-in....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....