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FINANCIAL ADVICE
Expert Analysis
Replacing insurance cover can be complicated and fraught with risk. Col Fullagar outlines steps advisers can take to navigate conversations with clients around this and e...
Superannuation
While making full use of member engagement data will involve the use of artificial intelligence, super funds need to remember that positive member advice offerings will s...
Financial planning
Fiducian Financial Services has added six new franchisees to its financial planning network, including a significant Wollongong planning business....
Financial planning
Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral plots and burial rites often causing headaches when inadequa...
Features
Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....
Financial planning
The advice industry can rally from the Royal Commission’s fall-out by uniting around positive stories, according to a Dow Jones executive who saw the US industry undergo ...
People & Products
Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....
Financial planning
The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....
Expert Analysis
As vital as business development is to the successful management of a financial planning practice, it often falls by the wayside. Ray McHale outlines how to complete a br...
SMSF
The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
Industry Super Australia has told a key Parliamentary Committee that advisers can’t necessarily be trusted when it comes to giving advice around the selection of post-ret...
Financial planning
Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...
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Podcast
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...