The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Independent, small planning businesses and dealer groups have asked for a clearer set of compliance processes under the Financial Services Reform Act (FSRA), removing wha...
InvestorWeb Research has shut down its resources sector model portfolio fund and overhauled a series of others model portfolios after a review of the funds by the group’s...
HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...
American International Assurance (Australia) (AIA) launched Women’s SmartCover, a female crisis assistance benefit, this month. This introduction of a targeted women’s pr...
Research house Assirt has maintained its competent rating on Lazard following the resignation of half its Global Ex-Australia portfolio construction team....
A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...
Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...
Financial services industry staff who fall outside the tier one and tier two levels can now undertake a training course to understand obligations under Policy Statement (...
While estate planning has been around for many years, its popularity with both advisers and investors is increasing. NICOLE SZOLLOS speaks to industry professionals to fi...
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...