FINANCIAL ADVISERS

Editorial

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

People & Products

The chairman of Commonwealth Bank of Australia (CBA), David Turner, has announced the appointment of Brian Long as an independent non-executive director of the bank....

Financial planning

More women are emerging as both investors and financial services professionals in what has largely been perceived as a male-dominated environment, according to industry h...

Financial planning

A new survey of financial services CEOs reveals they expect further industry consolidation and fewer planners....

Financial planning

Many financial advisers are already getting a head start on transitioning to a fee-for-service business model nearly two years out from a prospective ban on some commissi...

Financial planning

Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....

Financial planning

The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...

Financial planning

ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....

Financial planning

Dr Pamela Hanrahan has been confirmed as the Australian Securities and Investments Commission's (ASIC's) newly appointed regional commissioner for Queensland....

Financial planning

The Association of Financial Advisers (AFA) has announced the names of its first Fellows of Chartered Financial Practitioner (FChFP)....

Financial planning

Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...

Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

Financial planning

Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....

Editorial

As competition in ETFs increases, it is important for financial advisers and investors to know exactly what they are buying and from whom, according to Tom Keenan. ...

Financial planning

Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 1 hour ago