FINANCIAL ADVISER

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...

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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....

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People & Products

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

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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...

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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....

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Financial planning

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

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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 ...

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Editorial

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

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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....

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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....

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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...

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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...

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Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

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MARKET INSIGHTS

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

3 weeks 6 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago