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FINANCIAL ADVISER
Financial planning
A former adviser who pleaded guilty to misappropriating $1.9 million of clients' funds has had her sentence reduced by almost four years. ...
Life/Risk
Jim Minto tracks how the life insurance industry has evolved, particularly with the advent of new superannuation channels....
Financial planning
A Queensland adviser has been given a hold on a five-year ban from ASIC following a hearing at the Administrative Appeals Tribunal....
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Financial planning
After scanning through thousands of Statements of Advice, Katherine Marchant runs through the common mistakes planners make that jeopardise best practice....
Financial planning
Paradigm Wealth Management has almost doubled its funds under management to $350 million following its acquisition of Portfolio Managers....
Financial planning
ASIC has the power to move to lift planner education standards, according to Finance Minister, Mathias Cormann....
Editorial
Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...
Life/Risk
Col Fullagar explores the seldom-mentioned stressors associated with the claims process and their potential fallout....
Financial planning
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
Financial planning
A Rockhampton-based financial adviser has been banned from working in the financial services industry for five years....
Financial planning
Planning and accounting indsutry stalwart, Robert MC Brown, argues that hourly rates and flat/fixed fees are the answer for a planning industry mired in conflicted remune...
Superannuation
SMSFs investing in residential property should look for “impartial advice” rather than falling for those looking to make a sale, an accountant and financial adviser firm ...
Superannuation
Almost half the population do not have a proper understanding of insurance within their super, especially generation Y (under 32)....
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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...