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Funds management
Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....
Funds management
BT Life's Michael Baragwanath has been named this year’s Money Management BDM of the Year. ...
Editorial
ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...
Financial planning
If an investor does not understand a product they should not buy it, even if their financial planner recommends it, according to ASIC Chairman Greg Medcraft. ...
Financial planning
The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Superannuation
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....
Life/Risk
Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....
Financial planning
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
Editorial
Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...
Superannuation
MySuper licences could be cancelled if super fund trustees breach guidance on giving and collectively charging for intrafund advice, ASIC has warned....
Life/Risk
Younger Australians are more likely to say they have life insurance than those nearing retirement, according to new research conducted by TAL. ...
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....
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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....