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FINANCIAL PLANNING

INDUSTRY NEWS

A new advice licensee set up by former WT Financial advisers has helped financial adviser numbers return above the 15,600 mark this week....

INDUSTRY NEWS

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

INDUSTRY NEWS

Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...

INDUSTRY NEWS

The corporate regulator has commenced “urgent” Federal Court proceedings against a Brisbane-based financial adviser in connection to financial advice and activities on cl...

INDUSTRY NEWS

ASIC has called on superannuation funds to improve their oversight of advice fee deductions following an investigation of 10 trustees that found $990 million was charged ...

INDUSTRY NEWS

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...

INDUSTRY NEWS

Advisers could find themselves unable to receive the fair market price of their advice as the Delivering Better Financial Outcomes legislation states superannuation trust...

INDUSTRY NEWS

Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build d...

INDUSTRY NEWS

The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...

INDUSTRY NEWS

MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...

INDUSTRY NEWS

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

INDUSTRY NEWS

Despite fears under the first draft QAR bill, ASIC has confirmed that it does not expect superannuation trustees to check every Statement of Advice. ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 3 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks ago