TRUST

Financial planning

It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....

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Financial planning

New research from Investment Trends has confirmed the degree to which Australians have been turned off financial advisers by the fall-out from the Royal Commission....

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Financial planning

APRA’s agenda to reduce poor behaviour and misconduct in the financial sector is an ambitious plan that will take four years to succeed, according to its chair....

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Financial planning

Max Kiattisak Eung has been sentenced to jail after pleading guilty to obtaining financial advantage by deception of $166,500....

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Tech

According to Deloitte’s fifth annual assessment of the privacy practices of Australia’s top 100 consumer brands, privacy settings are one of the most powerful ways to bui...

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Expert Analysis

If financial institutions hope to improve public trust, Jonathan Steffanoni writes, they need to be careful in how they handle other people’s data....

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Financial planning

Legislation to implement the recommendations of the Banking Royal Commission should be treated with diligence and rigor, according to Financial Services Council chief exe...

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SMSF

The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....

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Financial planning

The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...

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Financial planning

Industry Super Australia has told a key Parliamentary Committee that advisers can’t necessarily be trusted when it comes to giving advice around the selection of post-ret...

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Financial planning

While annual reviews with financial advisers are the key to client and business success, only half of advisers are actually conducting them....

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Financial planning

The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....

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Policy & Regulation

New research from Deloitte has revealed that, despite everything that has been heard at the Royal Commission, most people still trust their banks....

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Policy & Regulation

The new ombudsman vows to “proactively work with consumers, small business and the financial services sector to resolve and reduce financial disputes”....

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Financial planning

Over 1,000 advisers have attended BT Financial Group’s BTNext events across the country this week, with the events’ keynote speaker offering insights on better understand...

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Never miss the latest news and developments in wealth management industry

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...

6 days 12 hours 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...

6 days 13 hours 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 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 1 week ago