FINANCIAL ADVISERS

Policy & Regulation

The Government has good intentions with the Future of Financial Advice (FOFA) reforms, but the advice industry needs to make sure history is not repeated, according to th...

Financial planning

Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....

Superannuation

The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...

Policy & Regulation

One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...

People & Products

Macquarie Private Wealth has appointed Natasha Yeoh as chief operating officer....

Editorial

The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...

Policy & Regulation

The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...

Financial planning

Praemium has included the Macquarie CMA on its Smartwrap offering....

Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

Financial planning

New research suggests inadequate competency requirements leave planners struggling with ethics....

Financial planning

Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...

Financial planning

A shift to fee-for-service will see a move from active to passive investments as advisers look to justify their new fee structure, according to Fidelity Investment Manage...

Financial planning

AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...

Financial planning

Individually managed accounts (IMA) are just an investment process for some industry members, but others believe they could surpass the popularity of managed funds in 10 ...

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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’...

1 month 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

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

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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