ADVISER

Life/Risk

Non-aligned planning group Synchron expects planners to quickly adapt to the Life Insurance Framework and intends to pick up advisers moving as a result of the changes....

Financial planning

Former clients of WealthSure authorised representative, Colin Oberg, have secured a Federal Court ruling ordering the firm to pay $865,000 in compensation....

Financial planning

Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...

Life/Risk

Financial advisers have been blamed alongside lawyers for pushing the multitude of claims which placed pressure on TPD products within superannuation funds....

Life/Risk

The AIOFP has claimed it was locked out of tri-party discussions around life insurance commission and has called for the full submission to be publicly released....

Financial planning

Robo-advice provider to conduct pilot with salaried advisers within large, non-aligned advice provider Centrepoint Alliance....

Financial planning

Advisers must discard their one-size-fits-all approach to servicing clients if they are to increase client loyalty, referrals and revenue streams, AIA Australia said....

Life/Risk

The AIOFP has called for a shorter claw back period, 70 per cent upfront commissions with partial retention upon early termination and restrictions on advisers who churn....

Financial planning

Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....

Financial planning

Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy....

Financial planning

With the looming prospect of the ageing and death of a large cohort of baby boomers, Brian Hor looks at how advisers can incorporate estate planning to boost practice rev...

Financial planning

With the looming prospect of the ageing and death of a large cohort of baby boomers, Brian Hor looks at how advisers can incorporate estate planning to boost practice rev...

Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

Life/Risk

A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...

Financial planning

A Victorian financial adviser has been banned from providing financial services for seven years after an ASIC investigation found he had breached “numerous financial serv...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago