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Financial planning
NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice....
Policy & Regulation
The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....
Life/Risk
Hybrid commissions may remove perceptions of bias in adviser recommendations, but it will not boost advice quality, the FPA argues....
Financial planning
Accountants are being offered a licensing solution that will enable them to continue to provide SMSF advice without the loss of client control....
Superannuation
New superannuation report makes clear that while advice is central to super, conflicts of interest must be disclosed....
Financial planning
Risk advice specialist, MediBroker, has joined the Bombora Advice group as a principal practice....
Financial planning
An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....
Financial planning
A new investor-centric platform will enable advisers to get a clearer picture of clients’ investments, OneVue chief executive, Connie Mckeage said....
Life/Risk
The Queensland Local Government Superannuation Board has been ordered to disclose advice it received in relation to a TPD claim by a former Gold Coast City Council employ...
Financial planning
AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....
Financial planning
Industry funds held significantly more pension members than retail funds but risked losing them due to a large advice capability gap. ...
Financial planning
NAB’s digital advice offering will link clients with advisers, not cut them out out of the process, with the bank pointing to existing online advice offerings enabling ad...
Financial planning
Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....
Financial planning
Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...
Features
Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...
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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...