ADVICE

Financial planning

ANZ has resulted a full-year profit of $6.41 billion but its divisional results provide proof of the sense of its substantial exit from wealth....

Financial planning

The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....

Financial planning

The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....

Financial planning

Map My Plan and the AFA have entered into a deal that would allow AFA adviser members to sign up to the firm’s digital advice services for their clients....

Financial planning

Three-quarters of advised Australians believe the advice they received outweighed its cost as advisers are helping them achieve their financial goals and retirement drea...

Financial planning

The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....

Financial planning

ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...

Financial planning

Planners are switching insurers at record levels, while many advisers are seeking additional support to expand their life insurance advice....

Financial planning

Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....

People & Products

National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....

Financial planning

Even well-meaning financial planners may not always be competent to advise on complex superannuation issues, according to a submission filed with the Productivity Commis...

Financial planning

The AAT has granted a stay of a permanent ban of a former RI Advice Group adviser after finding the adviser had not acted dishonestly in the intervening five years since ...

Life/Risk

TAL has launched an education course to help advisers better understand the category that represents the largest claims category, cancer....

Financial planning

The Australian Securities and Investments Commission has confirmed it is probing the quality of advice provided around self managed superannuation funds, including with r...

Features

Sherise Mercer explores what wealth firms need to consider to evolve their focus on the client experience, their operating model, and staff development to retain and grow...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 2 weeks 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 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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