ROYAL COMMISSION

Financial planning

Proposed new legislation would have the effect of compelling advisers or licensees to breach report competitors if they believed something adverse was happening....

Policy & Regulation

Mortgage brokers will find themselves dealing with a similar environment to financial advisers under new legislation passed by the Parliament stemming from the Royal Comm...

Editorial

Much of the commentary attaching to the first anniversary of the Hayne Royal Commission recommendations has tended to flatter what was, objectively, a flawed outcome thor...

People & Products

Lifespan Partnership will offer support for self-licensees and advice businesses wanting to transition to their own individual Australian financial services licence....

Features

Jassmyn Goh speaks to rural advisers to find out how the years long drought has affected their clients and what other hidden challenges they face in these trying times....

Financial planning

The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...

Financial planning

As AMP moves to exit up to 250 financial planning business over 80 planners say they will face financial ruin as a result....

Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

Financial planning

The exits of the banks and the exodus of financial advisers has left the industry in a state of flux, according to HLB Mann Judd head of wealth, Michael Hutton....

Superannuation

A leading plaintiff law firm has called for employers to be placed under a legal obligation to select the right default superannuation fund for their employees at the sam...

Policy & Regulation

The Federal Government has been accused of pandering to the big banks and reneging on the recommendations of the Royal Commission by pursuing new legislation to alter def...

Policy & Regulation

Advisers and their clients should retain control of opt-in arrangements and there should be flexibility for low fee-paying clients with less frequent interactions, accord...

Life/Risk

Legislation surrounding the regulation of claims handling may have insurers and related parties look to fall under a single Australian Financial Services License to ease ...

Life/Risk

The Australian Securities and Investments Commission’s Federal Court case against major insurer, TAL, will test the circumstances and extent to which life insurers can ga...

Financial planning

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....

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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 4 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 3 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 4 weeks ago

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

4 weeks ago

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

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 17 hours ago
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