FINANCIAL ADVISER

Financial planning

Dealer group Fortnum Financail Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager. ...

People & Products

Dealer group Fortnum Financial Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager....

Superannuation

Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....

Financial planning

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

Financial planning

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

Financial planning

AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...

Life/Risk

Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...

Financial planning

Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....

Financial planning

Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...

Financial planning

Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Financial planning

ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....

Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Financial planning

ASIC is facing a permanent reduction in funding and is looking to cut staff as a result....

Policy & Regulation

The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....

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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....

5 days 11 hours ago

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

2 weeks 5 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 3 days ago
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