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FINANCIAL ADVISERS
Financial planning
ASIC has released a calculator for consumers to compare allocated pension products, and Chant West and SuperRatings expect to follow suit by developing extensions to thei...
Financial planning
With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...
Financial planning
Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...
Life/Risk
Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...
Financial planning
Australia needs a “risk champion” to encourage younger people to enter into the risk industry, according to MetLife senior vice-president Joe Jordan....
Life/Risk
The Association of Financial Advisers has launched a year-long training program to try to attract younger risk advisers to the profession....
Financial planning
Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...
Financial planning
This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...
Financial planning
Australian consumers’ increasing appetite for debt has prompted investment banking giant Macquarie Bank to release a booklet to help financial planners enable their clien...
Financial planning
Expect fire and brimstone and all manner of damnation when the financial planning industry’s new code of conduct on soft dollar payment goes live on 1 January....
Financial planning
The FPA has announced it will hold its own investigation into the conduct of Tasmanian adviser Brendan Moore....
Financial planning
Financial planners are losing a significant portion of their business to technology as the use of online stock brokers skyrockets....
Financial planning
The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...
Financial planning
In the first six months of 2005 there has been a 6 per cent increase in the number of financial planners in the industry, according to a new study....
Financial planning
The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...