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Australians have a sense of security when they seek financial advice from larger institutions and advisers should consider this if looking to move to smaller licensees, w...

Financial planning • 27 August 2019

IOOF has revealed the degree to which it was impacted by last year’s decision by BT to cut fees....

Funds management • 27 August 2019

All the bottom performing mixed asset balanced funds over one, three, and five years were active funds, according to data....

Funds management • 27 August 2019

Most firms impose contractual conditions on departing executives. CountPlus acted on them in taking legal action against a number of departing practice principals and ext...

Financial planning • 27 August 2019

A financial planning principal has questioned whether salaried advisers employed by industry funds to provide intra-fund advice are really just a modern version of the ol...

Financial planning • 27 August 2019

AMP Wealth chief executive, Alex Wade, has called for an industry push to move beyond the focus on face to face advice by opening up digital channels....

Financial planning • 27 August 2019

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

Financial planning • 27 August 2019

Platform provider HUB 24 has posted a strong profit on the back of record inflows whilst pointing to a reshaping of its advice group, Paragem....

Financial planning • 27 August 2019

The Financial Services Council chairman, Geoff Lloyd, says despite the drastic changes to the industry, it is up to them to continue to adapt. ...

Financial planning • 27 August 2019

Life insurer TAL is to launch a mental health course for financial advisers to help boost their mental wellbeing amid the stressful Royal Commission changes....

Financial planning • 27 August 2019

Peter Goudie has been banned by ASIC for prioritising his own interest over his clients’ and not providing SOAs....

Policy & Regulation • 27 August 2019

Senator Jane Hume has hit out on super funds that impose unnecessary insurance on young members....

Superannuation • 27 August 2019

The government is still considering the right way to proceed when it comes to the various professional standards deadlines, Senator Jane Hume says. ...

Financial planning • 27 August 2019

The FPA’s wellbeing hotline has not seen as much uptake as expected but there has been plenty of concern expressed by advisers about handling the Financial Adviser Standa...

Financial planning • 28 August 2019

Supply, demand and costs of advice, as well as the disruption of digital advice technology were the key topics discussed for the future of advice at the Financial Service...

Financial planning • 28 August 2019

Investors might still find good investment opportunity in emerging markets IT sector, despite a lack of sustained earnings growth, according to State Street Global Adviso...

Funds management • 28 August 2019

The ATO has revealed 90 per cent of income paid by small business is voluntary, with that same percentage using a registered tax professional....

Policy & Regulation • 28 August 2019

The research house warns advisers that the use of managed accounts should not involve additional fees and should be free of perceived conflicts....

Financial planning • 28 August 2019

Underperforming superfunds have been placed on notice by the Australian Prudential Regulation Authority that it is ready to intensify its scrutiny and, where necessary, r...

Policy & Regulation • 28 August 2019

The Government has indicated it is sympathetic to financial advisers trying to do the right thing around the Financial Adviser Standards and Ethics Authority requirements...

Financial planning • 28 August 2019
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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 5 days 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 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 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 6 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 4 days ago