FINANCIAL ADVISERS

Editorial

With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...

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Financial planning

Insurer AIA Australia has launched its Priority Protection product suite on the Asgard superannuation platform....

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Financial planning

Financial advisers should not ignore the value of having soft and sales skills when it comes to servicing their clients, writes Tim Browne. ...

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Life/Risk

New measures introduced in the 2013 Budget will have an important flow-on effect on insurance in super, writes David Glen. ...

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Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

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Financial planning

More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....

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Superannuation

The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....

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Superannuation

On the back of a weakening Australian dollar, investors have shown particular interest in currency ETFs, according to Alex Vyonkur, managing director of BetaShares....

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Financial planning

After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...

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Financial planning

Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....

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Life/Risk

Choosi’s parent company Hollard Financial Services has agreed to change the way it promotes funeral insurance under the Real Insurance brand, as a result of concerns rais...

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Life/Risk

Life Insurer AIA Australia has signed with HUB24 to provide access to and management of its risk insurance products for financial planners via HUB24’s online platform. ...

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Financial planning

ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...

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Accounting

Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...

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Financial planning

Legal advisory firm The Fold has moved to enhance the availability of its FOFA White Pages offering into an online product....

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Never miss the latest news and developments in wealth management industry

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

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 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 21 hours ago