FINANCIAL SERVICES INDUSTRY

Superannuation

ASIC is shutting down 11 Melbourne-based self-managed superannuation fund companies related to the PFS Group....

Financial planning

With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...

Financial planning

A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

Financial planning

Having a passion for people and helping clients with their lifestyle is why Katie Chessum joined the financial services industry....

Financial planning

Working with the adviser to discuss a client ‘s financial needs proves two heads are better than one, says Brisbane-based Godfrey Pembroke paraplanner Lea Kerry Clothier....

Editorial

Abstract Goes Here...

Financial planning

The establishment of the Commonwealth’s Future Fund, along with the ongoing implementation of the Federal Government’s Retirement Incomes Policy, has earned Federal Treas...

Financial planning

There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...

Financial planning

In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...

Financial planning

A former Mawson Securities authorised representative, Robert Pierre Macville, has been permanently banned from providing financial services after ASIC in June this year b...

Financial planning

The financial services industry has been forced to shell out over $200 million to bring its workers up to speed with the educational qualifications required under the Fed...

Financial planning

The Federal Government has introduced legislation that will finally deliver on its 2004 election promise on superannuation splitting....

Financial planning

All eyes were on Ian Johnston as advisers came to terms with the most significant regulatory changes in many years...

People & Products

Multi-boutique manager, Advance Asset Management has a new head of distribution with Craig Mowll joining from St George margin lending following the resignation of Tom Kn...

Editorial

Abstract Goes Here...

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....

6 days 9 hours 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 4 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 2 days ago