FINANCIAL SERVICES SECTOR

Financial planning

The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer....

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Financial planning

While AMP has formally acknowledged the end to its initial strategy to acquire AXA Asia Pacific, the competition regulator is reported to be examining the platform market...

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Financial planning

Does the drop in Australia’s unemployment rate translate into more opportunities in the financial services sector, and is the war for talent about to recommence from wher...

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Editorial

With the war for talent in the financial services sector set to resume in the wake of the global financial crisis, some are arguing that the only way to develop the indus...

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Financial planning

New industrial relations laws that impose stricter redundancy rules may not change the more distasteful practices within the financial services industry....

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Editorial

Last year was a watershed year for the financial planning sector, writes Richard Klipin. He explains why 2010 promises to be a year of opportunity....

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Financial planning

New ABS methodology has seen the financial services sector emerge as a leader....

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Policy & Regulation

The Minister for Financial Services, Chris Bowen, has signalled the likelihood of further tax changes impacting investment and funds management in the Federal Budget....

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Financial planning

The Association of Superannuation Funds of Australia (ASFA), the Investment and Financial Services Association (IFSA) and the Finance Sector Union (FSU) have welcomed the...

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Financial planning

The financial services sector is expected to benefit from a surge in mergers and acquisitions (M&A) in 2010, according to M&A law firm Freehills....

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Financial planning

With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....

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Financial planning

The recommendations of the Ripoll Inquiry into financial services have gained bi-partisan support, with the Federal Opposition backing the final report of the Parliamenta...

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Financial planning

Treasury Group is aware of a statement sent out by majority shareholder Michael de Tocqueville (who failed to get elected to Treasury’s board) calling for an EGM to eject...

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Financial planning

Macquarie Group has pointed to the pursuit of further growth on the back of a solidly recovering half-year result....

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Editorial

With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...

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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 13 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