FINANCIAL ADVISER

Financial planning

Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...

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Financial planning

Instead of moving for a rapid shut-down of the commissions system, the Ripoll Inquiry has recommended a graduated approach with ongoing consultation between Government an...

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Financial planning

The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...

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Editorial

With the speed of risk insurance product change having increased dramatically, guarantees of upgrade have become a vital tool for financial advisers....

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Superannuation

The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...

Life/Risk

Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...

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Financial planning

New software is being introduced that will allow superannuation funds to take members right through to a draft Statement of Advice - all online and without needing to tal...

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People & Products

Van Eyk Three Pillars has appointed PricewaterhouseCoopers as financial adviser as part of a wider strategic review....

Financial planning

The Commonwealth Bank has changed its process for notifying clients of margin calls in response to the Storm Financial debacle, despite acknowledging the intermediary mod...

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Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

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Editorial

With lofty ambitions and relative confidence, many Generation Y investors are ready to buy into the housing market, writes Kristy Sheppard. ...

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Financial planning

We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....

Editorial

Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....

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Financial planning

Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...

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Editorial

What can be done to stop the rot in financial services? Steve Browning discusses....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months ago

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

4 months 1 week ago

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

6 months 1 week 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. ...

2 days 3 hours ago

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

3 weeks 5 days ago

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

3 weeks 4 days ago