FINANCIAL ADVISER

Financial planning

New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....

image
Financial planning

The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...

image
People & Products

The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....

Policy & Regulation

The ATO has signalled more action on tax schemes that have become more targeted and tailored....

image
People & Products

CommInsure has lost its adviser services and distribution head, Todd Kardash, to Clearview....

image
Editorial

The Financial Ombudsman Service (FOS) no doubt believes it is doing a good job – and it is certainly operating within the guidelines laid down by ASIC – but i...

image
People & Products

Russell Investments has announced the appointment of a head of its Advice Centre, which the company said signalled its commitment to the delivery of limited advice....

image
Financial planning

The advice industry needs to shift its thinking regarding female clients, according to advisers and consultants....

image
Editorial

As the Government considers the way forward on the Future of Financial Advice reforms, Money Management publishes the following open letter written by a senior Melbourne ...

image
Editorial

Insurers need to reach into their own pockets to address underinsurance, writes Tim Browne....

image
People & Products

Asteron has appointed ING's Khanh-vy Ho to the role of Victorian sales manager. She will be tasked with increasing the insurer's profile in Victoria's independent financi...

Editorial

The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....

image
Editorial

It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....

image
Financial planning

Paragem has five more practices in the process of securing their own AFSL, which it says further supports its view that financial reforms will suit the independent financ...

image
Editorial

Mike Taylor reports that the former chief justice of the High Court, Sir Anthony Mason, has pointed to the legislative challenges facing the Government in delivering an e...

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 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 5 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 3 days ago