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FINANCIAL ADVICE
Financial planning
ASIC has banned a former Magnitude Group adviser from providing financial services for three years after he breached best interests duty....
Features
The financial advice industry needs to justify its use and/or retention of the various investment constituents that make up their portfolios to remain relevant, Clayton C...
Financial planning
The Australian Securities and Investments Commission has clarified the rules around which advisers can call themselves independently-owned and has provided a facilitative...
People & Products
Financial services technology firm, MA Operator, has launched uXchange promising lower fees and straight through processing....
Financial planning
The imposition of the new fiduciary rule in the US where advisers would be legally bound to act in the clients’ best interests demonstrated this trend was not limited to...
Features
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
Tools & guides
David Barrett looks at what financial advisers need to understand now that the TTR changes come into place....
Financial planning
Major consultancy, KPMG, has urged that superannuation funds providing CIPRs be full licensed to provide financial advice....
People & Products
Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Financial planning
The low number of practices with a succession plan, combined with an ageing financial advice industry, can mean principals will be forced to sell businesses at a much low...
Features
Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Policy & Regulation
The Future of Financial Advice ban on conflicted remuneration should be expanded to encompass the salaries of bank executives, according to the Finance Sector Union....
Editorial
What is the difference between a ‘rebate’ and a ‘commission’ and is a different standard being applied to the ‘risk sharing rebates’ paid to industry funds by insurers?...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...