FINANCIAL ADVISER

Funds management

A passion for business and a keen desire to promote financial education has helped John Negri, BDM at Perennial Investment Partners, secure the coveted prize of the 2010 ...

Financial planning

Michael Browne explains the benefits to workers of taking out income protection....

Editorial

As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...

Financial planning

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

People & Products

AIA has appointed a former Tower state manager as head of adviser services, individual life, with Pia Sciarrone returning to the group after a five-year hiatus....

Life/Risk

Col Fullagar outlines the key things to consider when performing a client insurance review....

Financial planning

PIS will be in the market to recruit a new chief executive following a decision by Robbie Bennetts to step back from operational matters....

People & Products

Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...

People & Products

Tower Australia has lured Aviva's Victoria and Tasmania sales manager, Craig Parker....

Financial planning

Regulators think that investors should not pay for advice and should be in an index fund, according to chief executive of Franklin Templeton Investments Greg Johnson....

Financial planning

Trust in super falling but Australians have finally been shaken out of apathy, according to the Mercer Superannuation Sentiment Index....

Financial planning

ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...

Financial planning

Research conducted by CoreData has pointed to an increasing number of high-net-worth individuals making "ultra-conservative" investment decisions....

Superannuation

MLC has called for an extension of the powers of the Superannuation Complaints Tribunal to handle SMSFs, while supporting the continuation of planner remuneration for the...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 8 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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