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FINANCIAL SERVICES
Financial planning
FOS has received a record number of disputes in the 2016/17 year, driven mainly by general insurance which made up 38 per cent of the increase....
People & Products
QMV founder, Mark Vaughan has succeeded fellow founder Michael Quinn as managing director of superannuation consulting and technology firm, QMV....
Features
Money Management’s 2013 Woman of the Year, Fiona Trafford-Walker, looks at steps firms can take to help overcome challenges women face in the workplace....
Editorial
The financial planning industry will need to unite behind higher educational standards and ethics and reject the noisy dissenters if it is to become a profession, Mike Ta...
People & Products
Euroz Securities chief executive, Robert Black has been elevated to the firm’s parent company, Euroz Limited, board....
Editorial
The Federal Opposition will be on the right track in pursuing a review of the financial services regulatory settings, but only if it aims to identify the failings while f...
Features
Equal gender representation in the financial services industry remains elusive, as unconscious bias, the gender pay gap, and rigid working conditions prevent women from b...
Editorial
Mike Taylor writes that a broad cross-section of the financial services industry has voiced its concerns about a compensation scheme of last resort but few appear to be l...
Policy & Regulation
The Government flagged the existence of a loophole in last year’s Budget and the Minister for Revenue and Financial Services, Kelly O’Dwyer has admitted a handful of mili...
People & Products
A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....
Editorial
Recent federal ministerial rhetoric suggests the financial services industry has few friends in high places and difficulty in finding its voice, Mike Taylor writes....
People & Products
Suncorp has recruited internally to fill the key role of chief program excellence officer to coordinate the firm’s business plan deliverables....
Financial planning
Almost as many females as males were seeking to obtain financial services qualifications in the latest round of CFA exams....
Financial planning
Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....
People & Products
Law firm, Cowell Clarke has strengthened its financial services capabilities in Sydney and Adelaide....
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...