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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...
Financial planning
Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...
Financial planning
The AFA has sought to correct a daily newspaper article which claims advisers can obtain a Fellow Chartered Financial Practitioner (FChFP) designation without completing ...
Financial planning
Both educational qualifications and professional association membership will be later additions to the Government’s financial planner register....
Financial planning
A former financial adviser is facing a maximum of 12 years in jail after his lawyer announced his intention to plead guilty to 54 fraud charges....
Policy & Regulation
A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....
Editorial
Rowena Cole explores the ASX's new mFund offering and its opportunities for advice and SMSFs....
Financial planning
Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....
Financial planning
A former financial adviser has been jailed after being found guilty of stealing shares worth almost $1.5 million to meet margin calls on his mother’s margin lending accou...
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
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...