FINANCIAL ADVISER

Editorial

PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....

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Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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Financial planning

New online advice platform offers full financial plans for as little as $199....

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Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

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Financial planning

Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...

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Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

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Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

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Superannuation

Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...

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Financial planning

DomaCom to be placed on Lonsec platform...

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Financial planning

MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...

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Funds management

Listed managed fund trading service to be operational in first half of this year....

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Financial planning

Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....

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Financial planning

Trio-linked adviser Ross Tarrant has appealed his seven-year ban from the industry, also criticising Labor MP Steve Jones for political point-scoring over the issue....

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Superannuation

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

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Life/Risk

TAL executive warns consumers that having a secret money stash is no substitute for financial protection....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 13 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 17 hours ago