financial advisers

Financial planning

ASIC recommends aligned advice be labelled as ‘restricted’ advice

ASIC has recommended that institutionally-aligned advisers be labelled as “restricted advice’ businesses and provide statements about limited product advice....

Financial planning

Baby boomer planners pointed to the exit

Financial services business broker claims things have changed and some baby boomer planners should consider their exit strategy....

Financial planning

AMP moves unilaterally on advice education standards

AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....

Editorial

Challenger surfs annuities wave

Challenger post strong result on back of fifth straight year of retail annuities growth....

Financial planning

Investigating financial advisers a ‘top priority’ for ASIC

ASIC plans to have more ‘cops on the beat’ as it targets the financial advice sector....

Financial planning

Advice industry low standards go back a decade: ASIC

The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....

Financial planning

ASIC pursues former Macquarie advisers

ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...

Editorial

The genetic biases that shape investment

The underlying factors that influence investment decisions may have more to do with DNA and culture than previously thought, Grace Yulu writes. ...

Financial planning

A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...

People & Products

Fuchs appointed as AFA CCO

Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....

Financial planning

Choose - adviser or salesman?

Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....

Funds management

New site to school and spur investors to ETFs

Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....

Financial planning

Vertical integration 'not the problem’, it’s professionalism

Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...

Financial planning

Fortnum completes ANZ buy-out

Fortnum Financial Group is set to become one of Australia’s largest independently owned AFSLs, after completing the purchase of ANZ’s 20 per cent stake in the company....