FINANCIAL ADVISERS

Editorial

Smart beta is a term many advisers will have read about and many may already invest in smart beta products on behalf of their clients, but there is more to it than many a...

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Financial planning

Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...

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Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

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Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

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Financial planning

SMSF specialist BGL sets March launch date for new SMSF administration product. ...

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Funds management

Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....

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Financial planning

The actions of external dispute resolution entities has served to impact both the cost and availability of professional indemnity insurance. ...

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Superannuation

Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...

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Financial planning

MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...

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Financial planning

The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....

Editorial

As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...

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Life/Risk

With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...

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Editorial

Nick Bishop presents the case for remaining invested in fixed income, but suggests that in order to benefit, investors will need to be far more selective in their bond al...

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Financial planning

Mark Vilo explains how social media amplifies your chance to cut through and create a stimulating and sustainable relationship with your current and potential client base...

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Editorial

While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...

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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