FINANCIAL ADVISERS

Financial planning

Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...

Financial planning

The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...

Financial planning

MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....

Life/Risk

New research has revealed that the advisory market is driving up life insurance sales and delivering planners considerable benefits in the process....

Financial planning

Superannuation funds should take action within 10 working days of a customer requesting payment or additional information, according to Association of Superannuation Fund...

Financial planning

The headhunter assigned to find the next chief executive for the Financial Planning Association (FPA) has dismissed concerns that Jo-Anne Bloch’s lack of direct involveme...

Financial planning

The Association of Financial Advisers Ltd (AFA) has expressed concerns about recent industry calls for the introduction of a rigid fee-for-service advice structure....

Financial planning

The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...

Superannuation

AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....

Editorial

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Financial planning

Liquidators have been appointed to wind up Westpoint Corporation following an application by ASIC to have the company shutdown on grounds of insolvency....

Financial planning

Advisers and consumers will soon have greater access to information about reverse mortgages as Sequal prepares equity release education standards for advisers, and ASIC l...

Financial planning

ASIC has reiterated its intention to scrutinise the role of financial advisers in Westpoint’s failed mezzanine property lending products after the Federal opposition leve...

Financial planning

The Australian Agribusiness Group has attacked the level of commissions charged for agribusiness products claiming they are too high and effectively stifling these projec...

Financial planning

The Association of Financial Advisers has, for the first time in its history, created a role of chief executive officer, and appointed Richard Klipin, ING’s former head o...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago