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....

Financial planning

ANZ Funds Management (ANZFM) has established a new distribution network which more closely resembles that of the other major banks....

Financial planning

One of the keys to growing your business without sacrificing your personal life is to provide a wider range of services to fewer clients, writes Robert Ossey....

Financial planning

Kerry Packer’s recent funds management acquisitions look set to turn the distribution of retail financial services on its head....

Financial planning

The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....

Financial planning

The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....

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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 2 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 ago

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

3 weeks 5 days ago