FINANCIAL ADVISER

Life/Risk

A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...

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Funds management

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

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Editorial

The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...

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Superannuation

New legislation means the Western Australian public sector superannuation funds will see its lost and unclaimed money moved to the ATO....

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Financial planning

A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....

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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. ...

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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...

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Financial planning

Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....

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Financial planning

The AFA says advisers are too often being blamed for product failures and the misdeeds of others....

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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...

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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...

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Superannuation

ASIC cancelled the AFSL of Coal Industry Superannuation Fund after its merger with AUSCOAL Super last year....

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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...

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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...

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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 ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 22 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago