Whittaker Macnaught advisers will have to open a practice under Financial Wisdom if they wish to retain their clients after CBA closes the advice business on 30 June....
A lack of consultation around change within dealer groups risks alienating financial planners. ...
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohor...
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Commonwealth Financial Planning changes planner remuneration, ending trailing commissions. ...
Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....
Financial planning broker firm Radar Results has been placed in liquidation as a result of an internal restructure....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...