FINANCIAL ADVICE
Financial planning
A qualitative study of the financial planning industry covering more than 20 leading dealer groups has pointed to the likelihood of strong employment demand in the financ...
Financial planning
The Australian Securities and Investments Commission has accepted an enforceable undertaking from First Capital Financial Planning over super switching advice it gave to ...
Financial planning
Consultum Financial Advisers will provide financial advice to Western Australian farmers as part of an alliance with the Western Australian Farmers Federation....
Financial planning
The Australian Securities and Investments Commission has banned a former Goldman Sachs JB Were employee from providing financial advice for five years for an offence comm...
Financial planning
Zurich Financial Services has implemented an upgrade to over 52,000 of its life risk insurance policies, which will be automatically provided to its clients at no additio...
Financial planning
The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide ...
Financial planning
Austral Credit Union members will now be able to satisfy their financial planning requirements after IOOF agreed to provide this service for Austral....
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Financial planning
Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...
Financial planning
The stringent rules governing superannuation switching advice has meant some financial planners are eliminating this type of service for their client base....
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...
Financial planning
MLC has called for the super fund sole purpose test to be amended to allow members to pay for financial advice from their super fund....
Financial planning
In the world of investment banking and financial advisors, over-confidence is used too often as a proxy of skill.This is the opinion of James Montier, global equity strat...
Financial planning
The Association of Superannuation Funds of Australia is pushing for regulatory amendments which would allow super funds to play a greater role in the provision of financi...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...