FINANCIAL ADVICE

Superannuation

Major planning software provider, IRESS has launched an automated personal advice solution for superannuation funds....

Financial planning

The Royal Commission saw employment prospects in banking and insurance plummet more than any other sector for the September quarter, according to the Sunsuper Australian ...

Financial planning

The Financial Planning Association has suggested risk rating financial products to better target consumer protections....

Financial planning

Despite the bad press, 38 per cent of small to medium enterprises (SMEs) and 20 per cent of advised consumers say the Royal Commission will make them even more likely to ...

Financial planning

Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....

Superannuation

New research from State Street confirms that good advice and policy certainty are keys to retirement happiness....

Financial planning

Advice businesses will find the future increasingly challenging unless they can gain the necessary advantages of scale, according to a new report from Fortnum Private Wea...

Policy & Regulation

The Royal Commission interim report has highlighted dishonesty and greed as two recurring themes in the financial advice industry....

Financial planning

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

Financial planning

The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....

Policy & Regulation

Morgan Stanley Wealth Management Australia has been compelled by the Australian Securities and Investments Commission to amend a false claim of independence for its advic...

Financial planning

Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....

Editorial

The Royal Commission has revealed the degree to which key industry players have sought to cling to pre-Future of Financial Advice remuneration structures and how such str...

Financial planning

New research from Roy Morgan shows that almost half the people born before 1946 had purchased wealth management products from a professional adviser, well above the level...

Policy & Regulation

Former financial adviser Ben Jayaweera has appeared in the Brisbane Magistrates Court charged with six counts of fraud involving around $5.9 million....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 21 hours ago
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