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Financial planning
High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....
Financial planning
Negative publicity and image of financial planners have acted as a barrier to super fund switchers opting for professional financial advice....
Financial planning
Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....
Financial planning
A Queensland Government submission has pointed to more women than men choosing to access financial advice provided by super funds....
Financial planning
Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...
Superannuation
UniSuper has invested in an upgrade of its advice-focused member centres across the country to provide members with a venue to meet....
Financial planning
Hundreds of advice firms may not have PI policies that meet ASIC’s RG126 requirements, a report reveals....
Financial planning
Five Victorian boutique financial advisory firms have moved from wrap platforms to MDA services in partnership with Managed Accounts Holdings. ...
People & Products
NAB Wealth has made a key appointment to grow its adviser network, hiring former ING Direct and ANZ Wealth staffer, Charles Smith....
Financial planning
YBR founder, Mark Bouris, claims the unmet demand for advice won’t be achieved via the traditional, holistic advice model....
Life/Risk
A new report on general insurance disclosure reveals a desire to steer clear of the personal advice regime and a push to get ASIC relief to do so. ...
Financial planning
Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....
Financial planning
MLC has internally appointed Vanessa Rowe as general manager of MLC Direct to help with seamless end-to-end advice....
Superannuation
Super fund executives have been told good financial advice trumps investment management in delivering adequate retirement incomes....
Financial planning
NAB’s remediation scheme must be fair and equitable, if it is to work to restore trust in the financial advice sector, Slater and Gordon believes....
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Podcast
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...