ADVISER

Financial planning

It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...

Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

Financial planning

Online rating systems for planners have low levels of penetration and produce inconsistent results that will not assist in building trust in the financial advice sector...

Life/Risk

Rice Warner says upfront life commissions can be justified where advisers have done the hard yards on initial advice....

Life/Risk

The corporate regulator is not seeking any changes to PI insurance requirements for advisers stating that ‘tinkering’ would not deal with problems related to claims or di...

Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

Financial planning

Major insurer TAL claims clients care more about price than whether planners are aligned or non-aligned....

Financial planning

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

Top 100

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

Infocus shareholders have unanimously backed the company’s recently pitched merger with fellow independent advisory PATRON....

Financial planning

The Federal Court has made interim asset preservation orders by consent against former Western Australia-based financial adviser Marion Joan Pearson and Colisa Pty Ltd, f...

Financial planning

A former financial adviser has been permanently banned from providing financial services by ASIC....

Financial planning

Queensland-based financial adviser, Thanh Quoc Tu, who misled clients, has been permanently banned from engaging in the provision of financial services by ASIC. ...

Financial planning

Financial planners' performance should be given a rating by customers and scores made readily available on a central register, BT Financial Group believes. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days 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...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago