FINANCIAL ADVISERS

Editorial

Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....

Financial planning

The AFA has awarded CommInsure the Platinum Life Company Award at the AFA/Plan for Life 2009 Life Company of the Year Awards....

Editorial

Col Fullagar considers the matters surrounding insurance policy start dates, and explains what financial advisers need to know to ensure their clients are protected....

Financial planning

Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....

Financial planning

Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...

Financial planning

ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....

Financial planning

Financial planners would be well advised to meet with their local MP and explain to them the value of the industry, according to former NSW Opposition Leader Kerry Chikar...

Financial planning

The Industry Super Network has commissioned another poll that backs its claims on the need for planners to be legally required to act only in the best interests of their ...

Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

Policy & Regulation

The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...

Editorial

Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...

Editorial

Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....

Financial planning

Perpetual warns the Government against adopting a default approach to the provision of advice within super....

Financial planning

The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...

Financial planning

Trailing commissions account for 35 per cent of revenue in the financial planning industry....

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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 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

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day 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 4 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 ago