DISCLOSURE

Financial planning

The Financial Planning Association (FPA) wants to see legislation for a national professional standards act put in place to solve the current professional indemnity (PI) ...

Financial planning

Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry told today’s Investment and Financial Services Association (IFSA) conference that a Labor governmen...

Financial planning

The Australian Securities and Investments Commission (ASIC) will release a discussion paper about disclosure on socially responsible investment (SRI) products which could...

Financial planning

Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...

Financial planning

Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...

Financial planning

PROFESSIONAL indemnity insurance premiums have risen dramatically in the financial advisory marketplace, resulting in more costly advice and administration fees for consu...

Financial planning

The biggest influence on the back office technology provided to financial planners over the last year had nothing to do with bytes, modems or memory....

Financial planning

Four years and 50 columns ago, TOM COLLINS first graced the pages of Money Management. Retracing his steps has led him to conclude that not too much has changed....

Financial planning

Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...

Financial planning

Who will pay for the costs of implementing the Financial Services Reform Act is a question that has been lost in the noise of the rollout of the Act. JASON SPITS examines...

Financial planning

The federal Government reneged on its promises to the Labor party over the make-up of the Financial Services Reform Act (FSRA) regulations, Labor party senator Stephen Co...

Financial planning

THE FEDERAL opposition has made a last minute bid to block parts of the Financial Services Reform Act (FSRA) in an attempt to modify crucial new disclosure requirements f...

Accounting

Two Melbourne based accountants have been permanently banned from managing corporations after the Australian Securities and Investment Commission (ASIC) alleged they misu...

Financial planning

Sealcorp chief executive Ian Knox has called for a comprehensive review of “soft dollar revenues” across the financial services industry....

Financial planning

The Australian Securities and Investments Commission (ASIC) has backed up its promise of taking a ‘hard line’ against solicitors’ mortgage schemes, appointing a liquidato...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago