FINANCIAL SERVICES INDUSTRY

Financial planning

Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....

image
People & Products

The Clearview Wealth board is now comprised of a majority of independent directors following the appointments of Anne Keating and Susan Thomas as non-executive directors....

Financial planning

The chair of last year’s parliamentary inquiry into the financial services industry has reinforced the need for ASIC to follow through “with the full force of...

image
Financial planning

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

image
Policy & Regulation

The industry needs to move beyond telling Treasury why opt-in requirements and banning volume rebates won’t work and start offering solutions to the problems, accor...

Financial planning

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

image
Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Financial planning

A new report has identified the financial services sector as one of the top five areas for school leavers....

image
Editorial

Recent comments by Assistant Treasurer and Minister for Financial Services Bill Shorten have brought the Government's willingness to consult with the industry about FOFA ...

image
Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

Life/Risk

Australia’s tax regime should be amended to give insurance cover the same status irrespective of whether it is obtained inside or outside of superannuation....

image
Editorial

As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....

image
Financial planning

The Australian Securities and Investments Commission has banned a former Gold Coast adviser for 10 years after investigations into the advice she gave relating to investm...

image
Financial planning

The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....

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 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago