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FINANCIAL ADVISER
Financial planning
A Perth based adviser has challenged politicians to run a successful risk insurance businesses under the models they are advocating claiming it would be impossible to do ...
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....
Financial planning
In the lead up to the introduction of a public financial adviser register the Australian Bankers’ Association has said it will increase transparency, protection, and conf...
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Financial planning
An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...
Editorial
Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...
Financial planning
A former financial adviser has been jailed for defrauding more than 150 of her clients over two decades. ...
Financial planning
Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...
Life/Risk
A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...
Funds management
Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
Superannuation
New legislation means the Western Australian public sector superannuation funds will see its lost and unclaimed money moved to the ATO....
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
Financial planning
Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...