FINANCIAL ADVISERS
Financial planning
Federal Tasmanian Liberal Senator John Watson has again asked the Australian Securities and Investments Commission to account for its lack of action in the lead up to the...
Financial planning
A venture aimed at improving access to financial services education has lit up the pathway for budding planners seeking a career in finance....
Financial planning
BT Financial Group has improved the functionality of its Wrap Platform for financial advisers, with the addition of online corporate actions and initial public offer cale...
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....
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...
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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...