FINANCIAL ADVISERS

Editorial

With FOFA having passed both the House of Representatives and the Senate, all eyes in the financial services industry will now be turned to ASIC and the consequent shape ...

Editorial

ipac's Jeff Rogers details the thought processes behind looking through the prevailing investor pessimism and reaffirming the efficacy of long-term strategies....

Financial planning

A new survey has revealed significant opposition to some elements of the Financial Services Council's anti-churn policy approach....

Editorial

TAL’s Jim Minto argues that while the current economic climate is continuing to worry consumers, now more than ever is precisely the time financial advisers and insurers ...

Financial planning

A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....

Financial planning

Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....

Superannuation

AMP is moving to acquire Cavendish Group and will set up a new self-managed super fund business unit that will be led by Paul Sainsbury....

Financial planning

Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....

Financial planning

Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...

Editorial

Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...

Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

Superannuation

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

Financial planning

A former adviser for Guardian Financial Planning has pleaded guilty in the Downing Centre Local Court to falsifying 65 insurance applications in order to collect commissi...

Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

Superannuation

The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 3 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 1 day ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 2 days ago