There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...
A former company director has been sentenced to over two years in jail for fraudulently misappropriating almost $300,000 of investor funds in a property development in Qu...
Money would be better spent on the corporate regulator to tackle issues facing financial advice rather than pinpointing those issues in a Royal Commission, the AFA said....
New educational standards and the impact of losses during the GFC and on the ASX could see adviser numbers drop in the short-to-medium-term, according to the AFA....
Financial advisers need to look outside their usual circle of influence to boost their business performance and be open to new innovations and change....
More clients are going directly to stockbrokers for margin loans, while margin debt in the broker channel is almost on par with the financial planner channel....
Legislation to enshrine super may seem like a backward step but it will help the system move forward, prevent constant tinkering, and provide certainty for future reforms...
ISA has supported calls for a Royal Commission into banks, arguing banks’ policies suit their vertically integrated business models....
ASIC has released a consultation paper on guidance for robo-advice providers, highlighting that licensees should appoint human advisers to monitor and test digital advice...
More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...