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FINANCIAL ADVICE
Financial planning
With retirement being one of the most stressful times in a person’s life, research from the Australian Retirement Trust reveals four key drivers to building trust between...
Financial planning
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...
Financial planning
With Australia’s ageing population increasingly at risk of financial abuse, a law firm has shared tips for advisers to look out for in protecting their clients’ finances....
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
MLC Life Insurance believes life insurers should be able to provide advice under the Quality of Advice Review in the same way as superannuation funds....
Financial planning
ASIC has revealed the number of its enforcement outcomes which related to financial advice misconduct in the first half of 2023. ...
Financial planning
A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premium have risen more than 40 per cent since 2015....
Financial planning
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....
Financial planning
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...
Financial planning
If super funds are to provide advice, they are encouraged to form agreements with external financial planning firms to expand their footprint beyond the major CBDs, accor...
Financial planning
AMP has announced a new executive structure for platforms and advice and is actively recruiting a group executive for superannuation and investment....
Financial planning
The financial advice platform has announced a national partnership with tax preparer H&R Block to provide guidance on retirement, investment and wealth to over 700,000 po...
Financial planning
Volatile markets mean investors have dropped their idea of ‘set and forget’ and are keen to receive trusted professional advice, according to Natixis Investment Managers....
Financial planning
Students of financial planning degrees could be sourced to provide financial advice to super fund members, according to the Financial Advice Association of Australia....
Financial planning
A growing number of Australians plan to seek advice in the next 12 months, but less than 10 per cent are prepared to pay the average advice fee, according to the latest A...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...