FINANCIAL ADVISERS

Financial planning

As financial advisers seek new ways to save time on their processing needs, AIA Australia has enhanced its online quoting and application solution in order to meet a grow...

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Financial planning

The expected life span of an individual is one of the great unknowns in retirement planning yet Australians continue to underestimate the significant effect of longevity ...

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Financial planning

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

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Financial planning

Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...

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Superannuation

The AFA's Brad Fox says the Government's approach to MySuper legislation appears to have been a foregone conclusion because the Government released its majority report ju...

Financial planning

The Coalition has indicated it has already drafted changes to FOFA legislation that it will implement if it wins office....

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Financial planning

The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....

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Financial planning

Challenger’s Liquid Lifetime annuity provides a guaranteed income for life, the ability to keep pace with inflation, the potential to increase Age Pension benefits, and i...

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Financial planning

Specialised financial advice practices will be a thing of the past due to their unsustainable business models, according to Seaview Consulting's Bob Neill....

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Financial planning

Professional codes of conduct should be the responsibility of financial services licensees rather than industry associations in order to be fairer to consumers, according...

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Accounting

With improvements to security and functionality, cloud computing is starting to play a central role in the way accountants deal with small- to -medium-sized enterprise (S...

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Life/Risk

New research undertaken by CommInsure has reinforced the long-term implications of the Government's remuneration restrictions around the sale of life/risk insurance withi...

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Financial planning

AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....

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Superannuation

Chan and Naylor's David Hasib urges crackdown on "rogues" promoting and advising on SMSFs....

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Financial planning

ASIC has released a consultation paper to determine how a professional code of conduct will obviate the need for a financial adviser to comply with opt-in provisions cont...

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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 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...

3 weeks 1 day ago

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

4 days 12 hours ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 1 day ago