FINANCIAL ADVICE

Financial planning

Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....

Financial planning

Industry funds push virtue of intra-fund advice over “limousine service” full advice model....

Superannuation

The Government embraced a modified MySuper as a central element of its election policy but, as Mike Taylor reports, there remain plenty of reasons why the concept should ...

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Financial planning

The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...

Financial planning

Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...

Financial planning

Market sentiment is down and share trader retail investors are slightly keener to seek financial advice and education, according to the latest CMC Markets Share Trader In...

Financial planning

AMP has officially opened its new walk-in financial planning centre in the heart of Parramatta’s business district, with 16 of a maximum 20 possible planners alread...

Financial planning

Hiring patterns across the banking and financial services industry show some sectors are booming while others, such as financial advice, reveal a decrease in hiring activ...

Financial planning

A new survey of financial services CEOs reveals they expect further industry consolidation and fewer planners....

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Editorial

With the Federal Election campaign now approaching the halfway mark, Mike Taylor notes that there has been precious little discussion about financial services, the Future...

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Financial planning

Big Sky Financial Solutions has acquired Perth-based financial planning firm Westwide Financial Services....

Financial planning

Several industry fund executives have acknowledged the industry fund's war on commissions has caused collateral damage to financial advice and hurt the ability of super f...

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Financial planning

Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...

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Editorial

The industry super funds are the big winners from the inevitable ban on financial advice commissions, but now it's time for the industry to move on, writes Mike Taylor....

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Financial planning

While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 4 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 2 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 ago

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

3 weeks 5 days ago