FINANCIAL ADVISER

Financial planning

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

Funds management

The recent surge in interest in hedge funds has spread to the retail market with the launch of Hedge Funds Australia (HFA) hedge fund....

Financial planning

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...

Financial planning

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...

Financial planning

After a week of Wrap conferences, perhaps the simplest explanation of why Wrap matters was expressed by an adviser - “What I like about your business is that it is about ...

Financial planning

The trend towards intermediary-based distribution in the US is gaining momentum, with more than three-quarters of new money invested over the past year in mutual funds co...

Financial planning

Party politics may be holding up member choice superannuation legislation, but it has not stopped a number of companies outsourcing their corporate superannuation account...

Financial planning

Should financial planners advise on direct shares?...

Life/Risk

Difficulties in matching product features with client needs in complex areas of risk coverage like trauma mean advisers should seek specialist alliances, writes Pauline F...

Financial planning

A third Adelaide-based financial adviser has been banned by ASIC in relation to the failed investment vehicle EC Consolidated Capital Limited (ECCCL)....

Financial planning

The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....

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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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