DISCLOSURE

Editorial

Dominic McCormick looks at alternatives to mainstream investments and the role they can play in a diverse portfolio....

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Financial planning

In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....

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Funds management

With disclosure and fee flexibility at the forefront of concerns, Quantum Warrants claims that their online property warrant offering for self-managed super funds, Quantu...

Financial planning

ASIC produces a consultation paper aimed at discussion around the creation of retail access to corporate bonds....

Financial planning

The National Institute of Accountants has called on accountants and business leaders to respond to proposed amendments to the Corporations Act aimed at cutting red tape....

Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

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Financial planning

Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...

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Financial planning

Insurance companies need to be more transparent in their reasons for obtaining Health Insurance Commission (HIC) reports, which can add up to 10 weeks to claim times, acc...

Editorial

Robert Keavney considers the active versus passive funds management debate and concludes that both sides’ arguments are too simplistic....

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Financial planning

The Ripoll Inquiry proposals will shift the burden of proof onto advisers when it comes to client claims regarding unsatisfactory performance, said corporate lawyer Peter...

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Financial planning

The Ripoll Inquiry has called for increased disclosure of conflicts of interest and advice restrictions faced by advisers - in particular those working under licenses hel...

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Editorial

Alena Miles considers what lies ahead in super and retirement income streams, particularly in light of three major Government policy reviews....

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Editorial

With the speed of risk insurance product change having increased dramatically, guarantees of upgrade have become a vital tool for financial advisers....

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Superannuation

The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...

Financial planning

Cooper Review asked to consider standardisation of fee disclosure across superannuation funds....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago