FINANCIAL ADVISERS

Financial planning

Financial Services could soon be the latest product line for network marketers similar to those who have reshaped the cosmetics and healthcare industries....

Financial planning

A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...

Financial planning

The overwhelming majority of financial advisers know very little about wrap accounts....

Financial planning

Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....

Financial planning

Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial plan-ning group Tri...

Financial planning

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Financial planning

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...

Financial planning

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....

Financial planning

Macquarie has launched what it believes is the first venture capital fund aimed directly at financial advisers....

Financial planning

The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....

Financial planning

Should financial planners advise on direct shares?...

Life/Risk

Difficulties in matching product features with client needs in complex areas of risk coverage like trauma mean advisers should seek specialist alliances, writes Pauline F...

Life/Risk

Leading insurer AMP Life will launch a series of workshops and seminars over the next few weeks to help financial advisers to better understand the risk insurance needs o...

Financial planning

High profile investment researcher Stephen van Eyk has backed a new research outfit aimed at sifting the good from the bad in tax-effective agribusiness investments....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

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. ...

3 weeks 5 days 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 1 day 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 4 days ago