FINANCIAL ADVICE

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....

Tools & guides

Financial planners play a vital role for clients during a relationship breakdown, and they must join hands with legal and tax advisers, Catherine Chivers writes....

Life/Risk

Australian businesses are being urged to insure against the threats of cybercrime in the wake of data showing attacks are costing the nation $1 billion a year....

Financial planning

Risk specialist practice, MBS Insurance, has joined the Bombora Advice group, as the business seeks to capitalise on the opportunities of the post-FOFA/Trowbridge era....

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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

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3 months ago

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

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

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