FINANCIAL ADVICE
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...
Financial planning
The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...
Expert Analysis
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models, writes Arnie Selvarajah, CEO of Bell Direct....
Financial planning
Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....
Financial planning
New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...
Superannuation
A new survey has revealed strong support for removing bank-provided “general” advice from the superannuation equation....
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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...