MONEY MANAGEMENT

Financial planning

The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....

Life/Risk

Insurers including Zurich, Asteron and ING have called on Treasury to reveal some of its intentions concerning commissions for life insurance....

Financial planning

Some independent advisers seeking to acquire other small planning practices are getting into debt without determining whether their practice can actually afford the repay...

Financial planning

Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....

People & Products

Count Financial subsidiary Countplus has paved the way for listing by making changes to its executive team and issuing its prospectus with the corporate regulator ahead o...

Financial planning

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

Financial planning

The FPA will use its annual conference this month to outline a new direction as a professional association....

Funds management

Count Financial and Professional Investment Services are adapting to the new world order....

Financial planning

A potential buy-out of Peter Daly's Australian Financial Services Group (AFS) has collapsed at the final stages....

Financial planning

DKN’s Phil Butterworth warns that the price of reform may be fewer and much busier planners....

Superannuation

Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....

Policy & Regulation

The Government’s Future of Financial Advice (FOFA) reforms carry with them the risk of tilting the financial advice industry in favour of the major institutional pl...

Financial planning

High-profile firm Dixon Advisory has begun recommending geared residential property investments for its self-managed super fund clients....

Editorial

In response to an article by Col Fullagar, Macquarie Life's Justin Delaney explains the reasoning behind the firm's new Active life insurance product....

Financial planning

Australian financial adviser sentiment is slowly recovering after a volatile couple of years....

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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