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FINANCIAL ADVISERS

Financial planning

Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....

Editorial

In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....

Top 100

More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....

Financial planning

The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....

Financial planning

While trustees will have relief from FSR, clients can still sue for negligent advice....

Life/Risk

Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....

Financial planning

Dealer group considers two further acquisitions, one of which would see the group double in size....

Financial planning

Fees will be decided by industry competition, up to regulator to promote competition....

Financial planning

Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...

Financial planning

Longstanding projections that an ageing demographic would result in many financial advisers leaving the industry in droves are premature, according to Chris Wrightson, di...

Financial planning

Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....

Financial planning

A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...

Life/Risk

Low claims record, no complaints and conservative advice guidelines responsible for drop....

Financial planning

Australia's biggest dealer group is considering restructuring its 1,400-plus adviser force into separate licences and brands....

Financial planning

The Australian Securities and Investments Commission (ASIC) is in consultation with Timbercorp scheme growers pushing for the appointment of a responsible entity to 14 sc...

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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’...

4 days 3 hours ago

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

4 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 21 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago