The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...
Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...
Former IOOF head of investment research Paul O’Connor has joined Challenger as national key account manager....
A former WealthSure financial adviser has pleaded guilty to 22 criminal charges including falsifying client withdrawal requests....
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....
Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...