FINANCIAL ADVISERS

Policy & Regulation

The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...

Financial planning

Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....

Editorial

Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...

Editorial

Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....

Financial planning

The industry's existing codes of conduct will require 'pretty radical surgery' before ASIC is likely to deem them sufficient, says Mallesons senior associate Michael Math...

Financial planning

Financial advisers are increasingly embracing the use of social media and iPads but are still learning how to use them in a business sense....

Financial planning

Financial Services Council sponsored research accuses unions and financial planners of "gaming" the default superannuation fund regime....

Financial planning

Hillross has been looking to leverage benefits from AMP's merger with AXA, including by rolling out AXA's popular North platform to its advisers earlier this year....

Editorial

Staying ahead of the curve on the technology, consumer and regulatory fronts can help our industry to quickly adapt and prosper. Brett Clark writes....

Editorial

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

Superannuation

Superannuation and investment platform provider Wealthtrac claims it has grown FUM back to levels close to those achieved prior to the GFC....

Superannuation

Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...

Financial planning

ASIC has banned a former Commonwealth Financial Planning adviser from providing financial services for five years, making it three former Commonwealth advisers banned in ...

Financial planning

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

Financial planning

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

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 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