POWERED BY MOMENTUM MEDIA
FINANCIAL SERVICES
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....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...