FINANCIAL ADVISER
Financial planning
Earlier this year, ASIC promised to direct most of its efforts to scrutinising areas such as advice related to structured products. Janine Mace examines the implications ...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
NAB has reported a strong full-year result, but while increasing financial planner numbers, MLC and NAB Wealth have continued to struggle....
Financial planning
Commonwealth Financial Planning has offered an enforceable undertaking to ASIC as it seeks to strengthen its risk management framework following indiscretions from a "sma...
Financial planning
The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....
Policy & Regulation
The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...
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....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...