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Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....

Financial planning • 20 June 2022

Former Queensland financial adviser, Lawrence Toledo, has been convicted and fined $1,500 after pleading guilty to three charges of breaching an Australian Securities and...

Policy & Regulation • 20 June 2022

There is only one sitting left for advisers yet to pass the exam as the Australian Securities and Investments Commission reveals the pass mark for May’s exam....

Financial planning • 20 June 2022

Major shifts in the constructions of portfolios should not occur until a more permanent outlook on the global economy is gleaned....

Superannuation • 21 June 2022

The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...

Financial planning • 21 June 2022

Financial services organisations have disagreed with the ALRC’s proposals regarding retail and wholesale clients, arguing the asset and income test exemptions are outdate...

Financial planning • 21 June 2022

Insurance experts have shared how financial advisers can reduce their risk when it comes to obtaining professional indemnity insurance....

Financial planning • 21 June 2022

Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them....

Tools & guides • 21 June 2022

American Century Investments is predicting growth in the diversity of the small-cap universe toward the end of this year as stockpickers shift to identifying companies wh...

Funds management • 22 June 2022

Interest rates are “still very low”, according to RBA governor Philip Lowe, despite two rises but inflation is expected to peak at 7% before declining next year....

Funds management • 22 June 2022

Commission should continue to be offered on insurance advice, according to The Advisers Association, and current commission rates are too low which was causing advisers t...

Life/Risk • 22 June 2022

Analysis from SuperRatings predicts that approximately 20% of superannuation options will fail this year’s performance test due in August....

Superannuation • 22 June 2022

In a bid to achieve a cheaper professional indemnity insurance, some licensees are opting for policies with high deductibles which may leave them unable to compensate con...

Financial planning • 22 June 2022

Financial advisers must consider long-term interests and future circumstances when determining the scope of the advice that is going to be offered and should therefore be...

Financial planning • 22 June 2022

The Financial Services Council has issued a new Life Insurance Code of Practice for life insurers, introducing 50 additional consumer protections....

Life/Risk • 22 June 2022

The Australian life insurance industry has announced the formation of a dedicated life insurance industry peak body that will launch later this year....

Life/Risk • 22 June 2022

In a tight job market, diversity may give companies a vital edge in the competition for female talent, according to analysis from HESTA....

People & Products • 23 June 2022

Insignia Financial has appointed James Tayler as head of responsible investing, a decision the firm believes will further build upon its responsible investing capability....

People & Products • 23 June 2022

The Financial Services Institute of Australasia has proposed a co-regulatory model for the financial advice industry, akin to the United Kingdom’s financial adviser space...

Financial planning • 23 June 2022

Australia is likely to experience a recession worse than US if the pace of interest rate rises continues, according to Bentham....

Funds management • 23 June 2022
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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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