FINANCIAL ADVISER

Editorial

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

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Financial planning

Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....

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Financial planning

Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...

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Superannuation

LGsuper has appointed Decimal to help provide an online scaled advice solution for the fund....

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Financial planning

FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....

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Financial planning

A Perth-based financial adviser has been permanently banned from the industry after engaging in fraudulent and misleading activities, according to the Australian Securiti...

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Financial planning

Bendigo Wealth is looking to add superannuation to its low-cost Trinity3 platform, as well as launching an income fund and an index fund....

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Tools & guides

What does ';best interests' advice mean for financial advisers? Pam Roberts reports....

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Financial planning

Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....

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Financial planning

A former Sydney financial adviser has pleaded guilty to six charges relating to fraud and dishonest conduct....

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Editorial

With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....

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Editorial

With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...

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Policy & Regulation

Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....

Editorial

National Australia Bank has turned a strong half-year result with a net profit of $2.428 billion....

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Editorial

Despite the current emphasis on FOFA, Ian Knox explains why it is that clients, not reform, should come first....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 4 weeks ago

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

6 months ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 weeks 2 days ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

3 weeks 6 days ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

2 weeks 1 day ago