FINANCIAL ADVISER
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. ...
Financial planning
The FPA will drop its efforts to enshrine 'financial planner' under law claiming it would be automatically protected if recommendations from the PJC are adopted by the Fe...
Financial planning
Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....
Financial planning
The AFA says advisers are too often being blamed for product failures and the misdeeds of others....
Superannuation
Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...
Financial planning
A statutory compensation scheme for victims of financial adviser misconduct would force well-managed licensees to bail out those who failed in their obligations according...
Superannuation
ASIC cancelled the AFSL of Coal Industry Superannuation Fund after its merger with AUSCOAL Super last year....
Top 100
BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...