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....
Life companies differing definitions and medical codes need to be in real customer language, ANZ’s Australia wealth MD believes....
Australian home-owners are shouldering increasing debts as house prices continue to rise, leaving them exposed should the market decline, research reveals....
Failed agribusiness MIS are a result of insufficient regulation governing the meaning of ‘general advice’, the FPA believes....
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. ...
A roundtable of senior superannuation executives fear super will be the victim of a deceitful and incomplete tax debate....
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....
An ASIC report has pointed to some vertically-intregrated funds management firms continuing to disguise their lack of effective conflicts of interest policies....
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...
Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta....
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...
A Melbourne publisher's superannuation scare campaign has ended in a $21,600 ASIC penalty. ...
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...
Superannuation research and ratings house, Chant West, confirms industry funds have outperformed their retail counterparts on the back of unlisted assets where valuations...
For many investors - generating real or above inflation income is a critical goal. View PIMCO’s video and three action points for investors here. ...
It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....
AMP Capital announces management restructure resulting in departure of Sharon Davis....
Allison Dummett has returned to Matrix via a newly-created head of strategic advice role covering ClearView’s dealer groups....
FIIG has appointed former Aquasia credit strategist, Mark Bayley, as its new head of credit strategy and research....
Ethical investment and superannuation provider Australian Ethical has added Mark Williams to its investment team....
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...