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FINANCIAL ADVICE
Financial planning
Advisers need to change the language they use to connect with clients, instead of forcing them to learn adviser language, a financial adviser said. ...
Policy & Regulation
Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....
Funds management
Eighty years on, the vision of founder William McCormick Blair still guides the funds management business that bears his name, writes Nicholas O’Donoghue. ...
Financial planning
Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
Financial planning
Consumers are being offered the opportunity to win free financial advice for a year, as part of a competition run by Adviser Ratings....
Financial planning
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Accounting
With less than a year to go to the end of the accountants’ exemption, another advice group has started offering accounting practices an outsourced AFSL facility....
Funds management
Boutique fund managers are set to benefit from fragmentation of the advice sector, with advisers breaking away from aligned groups to offer greater variety to clients....
Financial planning
As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...
Financial planning
Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....
Financial planning
New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....
Financial planning
Almost one-in-five CBA clients who have had their advice assessed by the bank’s Open Advice Review program have either rejected or not responded to the assessment....
Financial planning
Advisers concerns over the impact the ‘three year responsibility period’ will have on their businesses must be a priority for the new Prime Minister....
Life/Risk
Advised consumers were more likely to find insurance cover that matched their financial commitments and avoided the dangers of finding the right cover....
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MARKET INSIGHTS
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...