FINANCIAL ADVISERS
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Funds management
Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....
Financial planning
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 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....
Financial planning
Fortnum buys out 20 per cent stake-holding....
Financial planning
Macquarie says it “found no evidence” that several financial advisers cheated on a continued professional development (CPD) test using answers circulated by management. ...
Financial advisers are being urged to educate their clients about the importance of estate planning....
Financial planning
AFA members will have to abide by six new principles of professionalism, which are set to form a critical part of the AFA’s revised Code of Conduct....
Financial planning
Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...
Policy & Regulation
A central register of advisers could help weed out rogue operators in the financial advice space and rebuild trust in the profession, the Association of Financial Adviser...
Policy & Regulation
Moves by the Federal Government to introduce an enhanced register of financial advisers are being backed by the FPA and FSC....
Financial planning
A burgeoning licensee admits it has had to turn away prospective advisers who did not fit with the business’ trajectory, despite solid growth in the last year....
Policy & Regulation
A letter written by Senator Mathias Cormann to Clive Palmer confirms the concessions that were necessary to ensure passage of the regulations changing FOFA....
Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Financial planning
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...