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FINANCIAL ADVISERS
Financial planning
Independent dealer group WealthSure has signed up to OneVue's unified managed account (UMA) platform amid plans to broaden its product range....
Policy & Regulation
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
Financial planning
Effective content marketing is central for financial advisers to successfully engage with their client base and generate new business....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
Financial advisers should take certain precautions when investing in technology, according to Synchron chair Michael Harrison....
Superannuation
The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
The Mortgage and Finance Association of Australia has expressed concern that the Government's proposed amendments to limited recourse borrowing arrangements (LRBAs) creat...
Financial planning
Financial Services Partners has launched a new initiative which it says is aimed at enhancing engagement with existing financial advisers at the same time as attracting n...
Policy & Regulation
SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....
Funds management
Bond exchange-traded funds (ETFs) shouldn't replace term deposits in portfolios - rather, they should be used strategically to achieve investor goals, says Russell Invest...
Financial planning
The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...