FINANCIAL ADVICE
Financial planning
Many of the financial advice businesses named by the Australian Financial Complaints Authority as having failed to pay complaint-related charges are already out of busine...
Financial planning
Australian Unity has posted a better advice revenue bottom line despite reducing its number of advisers and installing a new leadership team....
Financial planning
MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...
Financial planning
Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...
People & Products
Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....
Life/Risk
Serious questions have been raised about whether the Government even understood the existence of hundreds of thousands of ‘risk-only’ superannuation fund members when it ...
Financial planning
Is there an advice/accounting convergence underway and is it something advisers want?...
Superannuation
Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...
Superannuation
Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...
Policy & Regulation
Taking a templated approach to financial advice has seen a financial adviser banned from providing financial services by the Australian Securities and Investments Commiss...
Financial planning
The Cancer Council runs a pro bono program supported by funding from the AMP Foundation, to help alleviate the burden caused by financial stress during a cancer diagnosis...
Life/Risk
The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...
People & Products
A leading platform provider has developed a first for the industry, combining data science and technology to identify client behavioural patterns that could indicate a ne...
Financial planning
The Institute of Public Accountants has advocated an advisory role for accountants flowing from the Government’s promised review of the retirement income system....
Policy & Regulation
Australian Securities and Investments Commission (ASIC) chair James Shipton has issued a ‘fairness challenge’ to the financial services industry....
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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...