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FINANCIAL SERVICES INDUSTRY
Financial planning
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Editorial
Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...
Editorial
The outcome of the next Federal election will determine the degree to which the financial services industry will be subjected to another far-reaching review similar to th...
Financial planning
The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Editorial
There will be many in the financial services industry who will welcome the return of Chris Bowen to over-arching management as Federal Treasurer of the Financial Services...
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Accounting
A new ICAA white paper argues the case for a new Government to recognise the ability of accountants to rebuild community trust in the financial services industry....
Funds management
The aftermath of what was deemed the largest superannuation fund fraud in Australian history has seen only one individual jailed so far, with most other parties having th...
People & Products
Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Financial planning
The financial services industry has improved its practice in relation to the automatic rollover of term deposits, the regulator has found....
Financial planning
The Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...