FINANCIAL SERVICES REFORM

Editorial

Wage levels for paraplanners have stagnated over the past year, according to the Money Management Salary Survey....

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

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

Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...

Financial planning

Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....

Financial planning

Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...

Financial planning

A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...

Financial planning

You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...

Financial planning

The country’s largest dealer groups lost the most financial planners in 2004 and according to most of them, Financial Services Reform was to blame....

Editorial

Acquisitions in the accounting education sector and mandates with both the Financial Planning Association and the Australian Stock Exchange have helped Tribeca Learning p...

Accounting

The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...

Financial planning

The Federal Government is seeking feedback from the financial services industry following the release today of three proposals to address concerns over its methods for en...

Financial planning

Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...

Financial planning

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

Financial planning

All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...

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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 2 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....

5 days 17 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 3 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 1 day ago