Australian advisers reported feeling most challenged by their professional environment due to regulatory and compliance burden, compared to the rest of the world....
The SMSF Association has sought to dispel the myth that self-managed superannuation funds were unregulated just because they did not fall under the umbrella of APRA. ...
Challenger has announced it would be providing annuity products through AMP’s platforms, and to provider of Australian dollar annuity and life insurance products in Japan...
Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...
Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...
Synchron’s Don Trapnell said he intended to appoint a general manager within two years to enable him to begin his exit strategy process, while the firm also hired a compl...
Advice clients were demanding integrated advice from their advisers, including mortgage broking or accounting services in addition to financial planning advice....
Former AFA president and Integra Financial Services owner and director, Deborah Kent, was awarded the Woman of the Year title at the 2016 Women in Financial Services Awar...
Financial planner performance should be rated and cross checked against a market benchmark as part of moves to mandate professional standards for planners....
Former Rice Warner superannuation consultant, Salvador Saiz, has moved to Midwinter as its head of institutional growth as the firm looks to announce partnerships within ...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
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...