FINANCIAL ADVISERS

Policy & Regulation

Coalition dissents on Parliamentary Joint Committee's FOFA report and argues for the abandoning of financial advice opt-in and for changes to best interests....

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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Financial planning

Lonsec has flagged the launch of a tool to help financial advisers create SOAs....

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People & Products

Aon Hewitt Wealth Management has recruited Prue Petinsky to head its product development....

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Policy & Regulation

Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....

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Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

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Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

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Editorial

Col Fullagar examines the topic of pre-existing exclusion clauses in risk insurance policies....

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Financial planning

Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...

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Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

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Financial planning

Financial Services Partners (FSP) has launched a series of enhancements to its XPLan product which it says are aimed at helping financial advisers deliver more comprehens...

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Policy & Regulation

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

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Editorial

IOOF has reported a six per cent decline in net profit in difficult markets, but is already seeing benefits from the DKN acquisition....

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Financial planning

The Association of Financial Advisers (AFA) will require all adviser members to complete the AFA's ethics unit to attain the AChFP designation from 1 July this year....

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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 2 weeks 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 3 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 3 days ago

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

6 days 22 hours ago

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

2 weeks 3 days ago