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There will always be an “inherent reluctance” to seek financial advice, and overcoming this barrier is key to engaging everyday Australians, according to Map My Plan....

Financial planning • 21 March 2016

Life companies differing definitions and medical codes need to be in real customer language, ANZ’s Australia wealth MD believes....

Life/Risk • 21 March 2016

Australian home-owners are shouldering increasing debts as house prices continue to rise, leaving them exposed should the market decline, research reveals....

Financial planning • 21 March 2016

Failed agribusiness MIS are a result of insufficient regulation governing the meaning of ‘general advice’, the FPA believes....

Financial planning • 21 March 2016

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. ...

Financial planning • 21 March 2016

A roundtable of senior superannuation executives fear super will be the victim of a deceitful and incomplete tax debate....

Superannuation • 21 March 2016

The Australian Prudential Regulation Authority chairman, Wayne Byres says recent events have drawn the regulator's attention to corporate culture in the life/risk sector....

Financial planning • 21 March 2016

An ASIC report has pointed to some vertically-intregrated funds management firms continuing to disguise their lack of effective conflicts of interest policies....

Funds management • 21 March 2016

The Turnbull Government has put Australia’s fintech future firmly back on the agenda with a series of policy reforms announced to help nurture a competitive regulatory en...

Policy & Regulation • 22 March 2016

Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta....

Financial planning • 22 March 2016

The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualificat...

Superannuation • 22 March 2016

A Melbourne publisher's superannuation scare campaign has ended in a $21,600 ASIC penalty. ...

Superannuation • 22 March 2016

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...

Financial planning • 22 March 2016

Superannuation research and ratings house, Chant West, confirms industry funds have outperformed their retail counterparts on the back of unlisted assets where valuations...

Superannuation • 22 March 2016

For many investors - generating real or above inflation income is a critical goal. View PIMCO’s video and three action points for investors here. ...

Knowledge Centre • 22 March 2016

It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....

Financial planning • 22 March 2016

AMP Capital announces management restructure resulting in departure of Sharon Davis....

Financial planning • 22 March 2016

Allison Dummett has returned to Matrix via a newly-created head of strategic advice role covering ClearView’s dealer groups....

People & Products • 23 March 2016

FIIG has appointed former Aquasia credit strategist, Mark Bayley, as its new head of credit strategy and research....

People & Products • 23 March 2016

Ethical investment and superannuation provider Australian Ethical has added Mark Williams to its investment team....

People & Products • 23 March 2016
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 5 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 11 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day 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. ...

3 weeks 1 day ago
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