ADVICE

Features

With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...

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....

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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....

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

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

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