Financial difficulty disputes declined by 12 per cent over the last 12 months despite the controversies engulfing the planning sector....
NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice....
ASIC has permanently banned Isaac Hakim from providing financial services after he misled clients on broker fees and insurance premiums....
MDS Financial Group has acquired 100 per cent of Sequoia Wealth Group and will rebrand as Sequoia....
The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Financial planners must avoid jargons and technical terms and find other ways to communicate with female clients about their finances to put them at ease, a financial pla...
Half the population is female and if the planning industry does not address that segment it is losing out on finding the best planners, according to StatePlus....
The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....
The wealth management industry needs to identify, understand, and tackle the complex issues surrounding the financial abuse of the elderly....
Superannuation administration platform and dealer group services firm HUB24 has rebuffed IOOF’s acquisition bid as “inadequate”....
The AFA has appointed Samantha Clarke to the new role of general manager, policy, professionalism and marketing, after Phil Anderson’s departure....
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...