DIRECTOR

Editorial

Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....

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Terminally ill clients who attempt to roll over their superannuation could end up with a big tax bill, warns OnePath technical services manager Scott Quinn....

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Financial planning

After taking more than $150,000 from 100 of his clients, Mayfield-based risk agent Phillip Paddison has received a permanent ban from the financial services industry, ASI...

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People & Products

AMP Financial Services has announced the appointment of Libby Roy as director of corporate superannuation....

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Financial planning

Cyre Trilogy has resorted to contacting financial planners to try and force APGF to hand over the register for one of a number of trusts the pair have been battling over....

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Financial planning

An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....

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Superannuation

SPAA has called on the ATO to clarify superannuation income streams so SMSFs are not caught out by new legislation....

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Superannuation

Accounting firm RSM Bird Cameron has warned company directors that they need to make themselves aware of changes to director penalty notices, which include changes to pay...

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Financial planning

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

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People & Products

First State Investments has appointed two new executives to take charge of responsible investing and improve ESG....

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Funds management

Russell Investments is set to launch a new survey which would measure and rank fund managers on their after-tax returns....

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Financial planning

A former director of a South Australian insurance broker has appeared in the Adelaide Magistrates Court on 88 charges of dishonesty following an investigation by ASIC....

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Rate the raters

Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...

Superannuation

AMP is moving to acquire Cavendish Group and will set up a new self-managed super fund business unit that will be led by Paul Sainsbury....

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Financial planning

Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...

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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 3 weeks ago

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

4 months 3 weeks ago

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

1 week 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 6 days ago

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

2 weeks 4 days ago