FINANCIAL ADVICE
Financial planning
The Australian Institute of Superannuation Trustees has advocated for banning unsolicited calls to consumers from advisers and financial planning businesses. ...
Financial planning
Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
Financial planning
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
Financial planning
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
Financial planning
Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....
Financial planning
Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....
Superannuation
How financial advisers should be monitored by superannuation trustees is among issues raised by a regulatory thematic review of outsourcing in super....
Financial planning
The Australian Securities and Investments Commission has released its half-yearly data on financial advice misconduct cases and enforcement outcomes....
Financial planning
Australian Retirement Trust has introduced new financial advice fee caps, coming into effect for Australian Retirement Trust Super Savings and QSuper accounts from 15 Aug...
Financial planning
Australia’s strict regulatory definitions are hampering its development of financial advice versus other markets such as the US and UK, according to Vanguard....
Financial planning
Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...
Financial planning
Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the wholesale assets test are among proposals made by the Financ...
Financial planning
Ignition Advice has highlighted the importance of digital advice adoption if the advice industry wants to address the advice gap and deliver on the Quality of Advice Revi...
Never miss the latest news and developments in wealth management industry
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...