INFOCUS

Financial planning

The extension of the experience pathway by two extra years means another 424 advisers lacking degrees could be eligible as the industry sees double-digit departures this ...

Features

The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-...

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Financial planning

Suicide as a result of regulatory change in the Australian advice industry is rising, according to Infocus chief executive, Darren Steinhardt....

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Features

Although seemingly having good intentions for the public, Chris Dastoor writes, political battle lines have taken priority in the common ownership inquiry....

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Features

While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...

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Features

As TAL acquires Westpac Life Insurance, experts believe international ownership of life insurers is no bad thing as it will bring expertise and specialisation but a small...

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Features

Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...

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Features

It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...

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Features

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

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Features

Oksana Patron writes that revised adviser number forecasts are shining a new light on the adviser exodus and how it will affect different adviser roles....

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Features

As Mike Taylor takes his leave from Money Management, he reflects upon the well-intentioned 2001 legislation which proved to have so many adverse, unintended consequences...

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Financial planning

Former financial adviser for ANZ and Infocus, Lisa Lee, has been banned by the corporate regulator for eight years after it found she falsely witnessed binding nomination...

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Features

Mike Taylor questions whether a superannuation fund which experiences multiple failures of the proposed Australian Prudential Regulation Authority superannuation fund per...

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Features

Mike Taylor writes that political ideology will have as much to do with the future of the superannuation guarantee as economic capability....

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Features

Mike Taylor writes that in the wake of Ares pulling back from its bid for the entirety of AMP Limited, the board and shareholders are being made patently aware that separ...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago