FINANCIAL SERVICES INDUSTRY

Financial planning

The new Super, Wealth and Investment Management Electronic Commerce initiative (SwimEC) standards released in April provide the framework for automated electronic payment...

Superannuation

No one has been particularly surprised at the recent clash which has erupted between industry and retail super funds over the issue of choice, but the DIY super sector ha...

Financial planning

A retail funds manager has taken a public line on choice of fund more often associated with the industry funds, with Advance Asset Management claiming consumers could be ...

Financial planning

A proposal by the Federal Government to strengthen identity security measures has been welcomed by the Investment and Financial Services Association as critical to the su...

Accounting

An Adelaide accountant who set up and promoted managed investment schemes without a financial services license has been banned from providing financial services for three...

Financial planning

The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...

Financial planning

When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform Policy Statement 181, she was as much in...

Financial planning

Online broking firm E*Trade Australia has scotched rumours it will torpedo technology group IWL’s efforts to acquire rival broking firm JDV following reports in today’s m...

Financial planning

The Finance Sector Union has begun a campaign to reduce the gap between male and female wages in the financial services industry, a gap it claims is the largest of all in...

Financial planning

When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform (FSR) Policy Statement 181, she was as m...

Policy & Regulation

The Howard government has been urged to make further cuts to the tax rate for superannuation, as well as confirm funding to deliver on its election promises to the financ...

Financial planning

A former director of Sydney-based Pegasus Leveraged Options Group, Craig John McKim, is back in Court after being committed to stand trial on 40 charges under the Crimes ...

Financial planning

The Federal Government has announced that it will hold another round of industry consultation on choice of fund, after new draft regulations outlining the implementation ...

Financial planning

Monash University, University of Melbourne and RMIT have joined in a joint-venture to establish the Melbourne Centre for Financial Studies....

Financial planning

George Flack has been named Money Management’s Financial Planner of the Year for the second time in his career....

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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 5 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