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FINANCIAL SERVICES
Life/Risk
The FSC has released a draft standard paper for consultation, which proposes that life insurance APLs must have compulsory provider and product choice....
Financial planning
ASIC has proposed imposing tougher breach reporting obligations on banks and financial services firms for significant breaches and misconduct in a consultation paper....
Superannuation
Industry funds need to make sure they are not tainted by the scandals which have surrounded the banks, according to Australian Institute of Trustees acting chief executiv...
Features
Being cyber resilient is not only about fulfilling a statutory obligation but also about preserving the integrity of a financial services firm, according to Holley Nether...
Features
Financial advisory firms that create a culture of innovation will become more receptive to the changing nature of client relationships and partnerships, Sherise Mercer wr...
Financial planning
Financial services organisations needed to constantly engage customers digitally, so they could provide better services, according to AMP. ...
Features
While wrap platforms need to adapt and innovate the fundamentals need to stay the same to continue playing a leading investment role, Cameron Garrett writes....
Financial planning
Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....
Financial planning
Former Equititrust CEO, Mark McIvor, remains permanently banned from providing financial services....
People & Products
Non-aligned Futuro Financial Services has announced significant changes to its executive team and named a new managing director....
Financial planning
ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...
Financial planning
The corporate regulator has banned a former ANZ financial planner for 18 months for misleading conduct as part of its Wealth Management Project....
Financial planning
ASIC has permanently banned Mark Steven Grevsmuhl from providing financial services due to serious fraud convictions....
Financial planning
ASIC has cancelled the Australian financial services licence of a Sydney-based firm, Edwards Benefits for breaching key obligations....
Financial planning
Vertical integration had become an issue and it was time to rebuild trust in financial services, the FSC Leaders Summit has been told....
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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...