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FINANCIAL ADVISERS

Financial planning

ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...

Financial planning

It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...

Financial planning

ASIC has introduced changes to the naming of retail debt products amid concerns that the term 'secured' has misinformed investors about the safety of these products....

Financial planning

Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...

Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Financial planning

Australian investor sentiment has hit one of its lowest points, according to the latest Wealth Insights Investor Sentiment Index....

Policy & Regulation

The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....

Policy & Regulation

As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...

Editorial

Many definitions within life insurance have been subject to drastic changes as time rolled past. However, Col Fullagar notes income-protection cover definition is one of ...

Policy & Regulation

ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....

Financial planning

Financial planners have continued to steer clear of growth assets while more than doubling their portfolio allocation to term deposits in the past year....

Financial planning

Specialist financial services technology provider Omnium announced this week it had made all its iPhone and Android applications for life insurance comparisons free....

Financial planning

Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 23 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago