FINANCIAL ADVISER

Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

Funds management

The Bank of Melbourne is offering a wealth management review to its general banking clients...

Editorial

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

Editorial

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

Financial planning

MLC claims it is trying to improve strategic leadership skills among its financial adviser base by organising a study trip to the United States. ...

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Superannuation

Superannuation funds are largely unprepared for the onset of the Stronger Super regime, which could see some funds lose over 10 per cent of their members, according to an...

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Financial planning

Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...

Financial planning

Perpetual has announced the appointment of Kyle Lidbury as general manager research and operations for its newly-structured retail distribution function....

Editorial

Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...

Editorial

With constant talk of doom and gloom and not much emphasis on investor education, financial planners find it difficult to articulate the value of going back into the inve...

Financial planning

Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...

Financial planning

Perpetual has announced the appointment of Kyle Lidbury as general manager research and operations for its newly-structured retail distribution function....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago