FINANCIAL ADVISERS

Financial planning

Key opposition parliamentarians Senators Mathias Cormann and Arthur Sinodinos to give the counter view on the Budget at AFA forum....

Financial planning

Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....

Financial planning

The ACCC has issued a decision which may have implications for organisations in the financial planning industry....

Life/Risk

With a focus on a clear segmentation of its client base, ANZ Wealth has made a number of product enhancements to its OnePath retail life insurance offering, OneCare....

Financial planning

Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...

Funds management

Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....

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Editorial

NAB pushes through to $2.052 billion half-year profit despite UK exposures and battling wealth management markets....

Financial planning

IOOF has released a new product which it says is aimed at financial advisers with clients who are looking for a wealth accumulation strategy outside of superannuation....

Financial planning

BlackRock Australia has launched two new funds targeted at financial advisers and begun marketing them via a national roadshow....

Financial planning

The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....

Financial planning

Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...

Financial planning

As the Financial Planning Association's 'Beyond the Shadow Shopper' workshops made their way to Sydney this week, the discussion turned to the need for proper record-keep...

Funds management

Two of BlackRock's Aussie equity funds are now available to advisers, the company has announced....

Policy & Regulation

A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...

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...

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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 1 day 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 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 1 day ago