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FINANCIAL ADVISERS
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Financial planning
Client satisfaction surveys are better for the advice industry than a sales philosophy....
Financial planning
A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....
Editorial
Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Superannuation
The Federal Government's decision to ban commissions on all life and risk products within superannuation will only serve to add another layer of complexity and confusion,...
Financial planning
Two financial advisers have been banned for life following separate investigations by the Australian Securities and Investments Commission....
Financial planning
Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Financial planning
Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....
Funds management
There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....
Financial planning
Synchron is encouraging its advisers to lobby politicians against the FOFA reforms, which it says pander to the 'socialist' union super fund movement....
Financial planning
While the soft dollar spotlight has been firmly shone on all-expenses paid trips and lavish gifts given to financial advisers, the Treasury's proposed ban on these paymen...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...