ADVICE

People & Products

Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...

Financial planning

Complaints about inappropriate advice have more than halved in the last financial year, according to the Australian Financial Complaints Authority, while those about fail...

Financial planning

After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....

Financial planning

Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...

People & Products

AMP has appointed Lisa Sorgini as general manager for wealth distribution, working on strengthening the firm’s relationship with financial advisers....

Financial planning

Despite ‘adviser exodus’ commentary, now is a good time to start a financial advice practice because there are more referral partners looking for an adviser, says the fou...

SMSF

Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...

Financial planning

Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...

Financial planning

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

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

Financial planning

Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....

Financial planning

The Australian financial advice industry needs to demonstrate to overseas insurers that it has improved as firms are expressing concern about insuring advisers or large d...

Superannuation

The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...

Financial planning

Possible insurance changes as a result of superannuation fund mergers should be a talking point for advisers to demonstrate their value when it comes to insurance advice....

Financial planning

The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...

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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 ago

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

1 week 2 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 ago
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