FINANCIAL ADVISERS

Features

When the Government initially announced the professional standards bill, one of the biggest concerns was whether there would be an early retirement exodus of late-career ...

Features

Now is the best time for advisers and advice businesses to take control of current opportunities to grow the profession and the industry, John de Zwart writes....

Superannuation

Advisers and super funds must strive to change members’ thinking about their super as a balance in an account to an income stream that would provide for their retirement....

Accounting

Accountants and financial advisers should use data analytical capabilities of artificial intelligence and robo-advice to enhance their services of providing financial gui...

People & Products

Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....

Financial planning

Financial services firm, Centrepoint Alliance, has launched a client interface developed for advisers....

Financial planning

Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...

Policy & Regulation

The Government announced a new independent standards body for financial advisers, as a part of its professional standard reforms....

Top 100

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

Financial planning

AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....

Policy & Regulation

Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....

Financial planning

There is a need for more financial advisers to develop their own business, Centrepoint Alliance believes....

Financial planning

The Australian Bankers' Association has imposed a planner hiring protocol for use by members to screen out bad planners....

Financial planning

General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...

Financial planning

AIA Australia has launched a web-based, self-service portal aimed at simplifying insurance administrative needs for financial advisers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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