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FINANCIAL SERVICES
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
Nikko Asset Management Australia has announced the appointment of Naomi Edwards as its new non-executive director....
Financial planning
Industry Super Australia has accused the Government of caving into the retail banks and the wealth management sector in allowing ‘carve-outs’ from the design and distribu...
Policy & Regulation
The Federal Government is moving to introduce legislation which will have the effect of doubling the criminal and civil penalties which can be imposed against both corpor...
Policy & Regulation
The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....
Financial planning
Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...
Policy & Regulation
The new ombudsman vows to “proactively work with consumers, small business and the financial services sector to resolve and reduce financial disputes”....
Superannuation
The Federal Opposition has earned the widespread backing of the financial services industry for its proposed changes to superannuation policy aimed at improving women’s r...
Awards
Suzanne Smith has taken out Woman of the Year at the Money Management Women in Financial Services Awards, on a night that acknowledged some of the women doing the most to...
Editorial
The Royal Commission when combined with the Federal Election will dictate significant change for financial planners in 2019. ...
People & Products
Suzanne Smith has taken out Woman of the Year at the Money Management Women in Financial Services Awards, on a night that acknowledged some of the women doing the most to...
Policy & Regulation
The Treasurer, Josh Frydenberg has signalled his intention to take a greater role in superannuation and financial services policy, albeit the assistant treasurer, Stuart ...
Features
Mike Taylor writes that one of the few certainties flowing from the current Royal Commission is that the Australian financial services industry is facing further signific...
Financial planning
Financial services employees’ mental health is an ongoing issue, with 44 per cent of workers in the industry having left their job because of a poor mental health environ...
Financial planning
Specialist financial services lawyer, Dr Hillary Ray has suggested that in the aftermath of the Royal Commission, boards of AFSLs may need to make themselves much more aw...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...