MONEY MANAGEMENT

Superannuation

A roundtable is told some SMSFs may be being mis-sold....

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Life/Risk

ASIC Commissioner Peter Kell told Money Management there was enough life policy churning in the financial advice industry for the regulator to be concerned about the issu...

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People & Products

Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...

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Financial planning

ASIC Commissioner Peter Kell has told Money Management that while introducing licensee-specific codes of conduct is an option, it could be a costly and complicated proces...

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Financial planning

The AIOFP may consider implementing a fund to help its members cope with adverse FOS findings....

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Financial planning

While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....

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Financial planning

The future of platforms and wraps will be discussed at a Money Management event on 15 November....

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Financial planning

Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...

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Financial planning

Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year 2012 award....

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Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

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Financial planning

Bank of Queensland's announcement yesterday of an annual loss has sounded a warning bell for Australia's regional banks, according to ratings house FitchRatings....

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Accounting

Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....

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Financial planning

Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...

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Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

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Superannuation

Government promotion pushes benefits of Household Assistance Package to self-funded retirees....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago