FINANCIAL ADVISERS

Financial planning

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

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Financial planning

AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....

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Financial planning

ETF portfolios pitched at wealth accumulators...

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Financial planning

Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....

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Financial planning

The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....

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Financial planning

New legal advice obtained by ISA states planners will be able to satisfy the best interests duty without actually acting in the best interests of the client. ...

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Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

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Financial planning

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

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Financial planning

New online advice platform offers full financial plans for as little as $199....

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Financial planning

Advisers always have a keen eye on the performance of their business, aiming to determine where they should focus their efforts to have the biggest positive impact on the...

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Superannuation

The relaunch comes with the prospect of allowing sales commissions back into financial advice, ISA says. ...

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Financial planning

ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...

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Financial planning

Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...

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Financial planning

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

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Financial planning

Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago