FINANCIAL ADVISERS

Financial planning

THE UK financial services regulator, the Financial Services Authority (FSA), has proposed a radical new disclosure regime for financial advisers to allow UK consumers to ...

Financial planning

FINANCIAL advisers will not need to disclose commission on risk products thanks to the lobbying efforts of the Association of Financial Advisers (AFA)....

Financial planning

The Deakin Financial Services dealer group will launch its own wrap service early next year after revealing today that it had signed off on the development of the new pla...

Financial planning

Financial advisers are in for a tough time over the next five to ten years, as pension products offered directly through industry superannuation funds take a larger slice...

Financial planning

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

Financial planning

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

Financial planning

Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....

Financial planning

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

Financial planning

Disability and trauma claims are still dogging the risk insurance industry, writes JOHN WILKINSON....

Financial planning

Investors are more pessimistic about the current share market outlook than financial advisers, although both have growing expectations of a bear market, according to the ...

Financial planning

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

My experience with Money Management began in 1993 when I walked into the offices of Australian Financial Press. I was an advertising executive who didn’t know the differe...

Financial planning

AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...

Financial planning

There is a saying that old advisers never die, they just re-write their life insurance policies....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago