FINANCIAL PLANNING

INDUSTRY NEWS

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...

INDUSTRY NEWS

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater...

INDUSTRY NEWS

Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...

INDUSTRY NEWS

The corporate regulator has permanently banned a Melbourne-based financial adviser that “dishonestly attempted to induce clients to transfer their superannuation into a b...

INDUSTRY NEWS

ASIC has announced the Administrative Appeals Tribunal has upheld a former NSW-based adviser’s permanent ban following his conviction for fraud offences....

INDUSTRY NEWS

The Financial Advice Association Australia has released its pre-budget submission, including six key items to help reduce the cost of professional advice and increase its...

INDUSTRY NEWS

Phil Anderson, general manager for financial advice at the FAAA, believes the CSLR levy could reach $100 million if Dixon Advisory complaints are allowed to continue. ...

INDUSTRY NEWS

Proposed legislative changes to safe harbour duty could result in advisers having reduced professional indemnity costs, a joint submission by seven major licensees said....

INDUSTRY NEWS

With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...

INDUSTRY NEWS

Despite its popularity, only 1 per cent of financial advisers say they have often discussed cryptocurrency with clients, CoreData said, fuelled by concerns of heavy legal...

INDUSTRY NEWS

AFCA and the CSLR have signed a memorandum of understanding as to how they will support an efficient financial services sector via the scheme....

INDUSTRY NEWS

The FAAA has called on Minister Stephen Jones to address the escalating costs of CSLR as Dixon Advisory complaints to AFCA approach 2,500 following an extension of its AF...

 

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David Williams

'Hypersensitised' advice is likely to be successful if based on a more hypersensitive approach to each person. This is ...

17 hours 52 minutes ago
JOHN GILLIES

I CAN NOT THINK OF A WORD TO SAY HOW BLOODY STUPID CAN YOU GET JG...

1 day 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago