FINANCIAL ADVISERS
Financial planning
The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Editorial
The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
The Financial Ombudsman Service (FOS) has sent financial advisers a clear message that they need to deal with client requests in a timely and efficient manner by ordering...
Life/Risk
AXA Australia has improved its online insurance offering for financial advisers, giving them access to live updates on claims and underwriting information as a client’s c...
Financial planning
MLC chief executive Steve Tucker says the industry must abandon product payments if the industry is to regain public trust....
Financial planning
The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Financial planning
The Parliamentary Joint Committee has recommended the Government consider making financial advice tax deductible as part of its response to the Henry Tax Review....
Financial planning
The recommendations of the Ripoll Inquiry into financial services have gained bi-partisan support, with the Federal Opposition backing the final report of the Parliamenta...
Financial planning
AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA)....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...