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FINANCIAL ADVISER
Superannuation
Assistant Treasurer Bill Shorten has been accused of protecting industry superannuation funds and handing them an edge in the provision of financial advice....
Financial planning
Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
Financial planning
MLC has created a licensee relationship manager role aimed at improving the licensee experience throughout its aligned adviser network....
Life/Risk
Most Generation Y business owners prefer speaking with a financial adviser for their insurance needs rather than going online, according to research commissioned by Zuric...
Financial planning
The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....
Financial planning
New research reveals degree to which Australian businesses have been spooked by overseas events....
Financial planning
The mood of financial advisers has slid back to levels not seen since the height of the global financial crisis amid ongoing market volatility and concerns about the Gove...
Policy & Regulation
The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....
People & Products
T. Rowe Price has announced the appointment of Heath Branigan as business development manager focused on financial adviser distribution....
Financial planning
Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Editorial
Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
Financial planning
A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...
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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...